Investwell

About Investwell

Deep Dive with Clara AI

Investwell is a distinguished WealthTech platform that empowers financial advisors, mutual fund distributors, and wealth managers throughout India. Offering a comprehensive all-in-one solution, Investwell streamlines essential wealth management tasks, including portfolio reviews, market research, transaction execution, and business analytics. The platform maximizes returns while minimizing effort, ensuring that wealth management processes are efficient and effective. Investwell supports scalability, allowing users to onboard unlimited investors and employees seamlessly. With an impressive 99.97% data accuracy, users can make informed decisions with confidence. Additionally, the platform prioritizes robust security, providing comprehensive protection for all data. By understanding the significance of each transaction and portfolio, Investwell delivers unmatched data accuracy to enhance decision-making and drive success in wealth management endeavors.

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Pricing

Free Trial Not Available
Offers Custom plan.
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SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

60%
Reviews

60%
Momentum

64%
Popularity

66%

Platforms Supported

Browser Based (Cloud)
Mobile App (Android, iOS)

Organization Types Supported

All (Small, Medium, Large)

API Support

NA

Modes of Support

Online

Investwell Pricing

Free Trial

Not available

Pricing Options

Premium Plans ( Quotation Based )

Investwell Custom

Features

Financial Portfolio Reports
- Portfolio Return CAGR Report
- Portfolio Summary XIRR Report
- Capital Gain Realised
- Capital Gain Unrealised
- Allocation Analysis
- Transaction Statement
- Portfolio Rebalancing
- MoM/QoQ/YoY Returns
- AMC’s SOA Real Time Fetch
CRM Capibilities
- Email Scheduler
- Portfolio Management
- Birthday/ Anniversary Wishes - Auto
- SIP/STP Due Reminders - Auto
- Insurance Renewal, FD & FMP Maturity Alerts - Auto
- Compliance Reports
- Compliance Reports
- Client Segmentation
- Active/Inactive Client Management
- Client Acquisition
- Comparitive Analysis
- Fund Selectors
- Rolling Returns
Business Analytics
- AUM Analysis
- Purchase & Sales Analysis
- SIP Growth Analysis
- Cash Flow Analysis
- Variance in Allocation
- Redemption Simulation
- Security Exposure
Goal Centric Reports
- Goal Simulator
- Goal-Wise Report
- Goal Status Report
All Asset Classes
- Mutual Fund - Own ARN/RIA Data
- MF- Outside ARN/RIA Data
- Shares & Bonds
- Fixed Deposits
- PMS & AIF
- Insurance (Life & General)
- Real Estate, Gold
- All Bulk Uploads Available
Hierarchy Management
- Customise Multiple Levels For org. Zone/Region/Branch
- Number Of Relationship Managers - Unlimited
- Number Of Sub Brokers - Unlimited
- Number Of Investors - Unlimited
Mutual Funds Transaction
- NSE / BSE & MFU
- Client Wise Permission
- Role Wise Permission
- Investment Account Creation
- SIP Mandate Creation
- Order Status Tracking
Manage Leads
- Import Prospects
- Close New clients
- Create Model Portfolio Presentation
- SIP Plan Presentation
- Task Manager
- Email Schedule Reports
Brokerage Management
- Income Details
- Find Low Earning Assets
- FY Analysis
- Sub Brokerage Payout Processing
Security
- Bank Type - 256 Bit Encryption
- IP Whitelisting
- Google Sign in
- Single Sign On
- Custom domain

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Disclaimer: The pricing details were last updated on 27/05/2025 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

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