Investwell Pricing

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