Record of all Purchases and Redemptions. Direct Upload from Registrar mail back files. No entry required. Asset Allocation by Scheme. Provision for Family Group to see the performance at a glance. Portfolio valuation for Currently held schemes. Provision for sending portfolio to various clients on a single click. Portfolio Services Investwell help you to maintain your clients portfolio by providing you an option for recording of all the relevant details directly through the mail back service from the different registrar.
Facilitates in calculating different portfolio returns. Portfolio performance for a particular period. Ever since ,We have signed up with InvestWell, We are very happy of their services, year after year with continued improvement blended with latest technology that too with affordable cost. Even more so happy are our clients. LTD Hyderabad. I am been using this software since 12 years.
I think it is the most complete software for a professional to manage all financial products at single place. I have the seen the developmental journey of this software. I have used Jain sahabs software since when technology was an alien word. It has helped us scale up our business from a handful of clients to a few thousand and serve them well. Jain saha. Investwell has make our life simpler. They constantly upgrade their system and service to meet the industry standard.
With Investwell my Business and service excellence has taken to new heights, and their system supported very well with maximum automation. It leads to maximum customer satisfaction. All the best. Perfect blend of customer satisfaction and technical expertise. Thanks Investwell for your continued efforts in bringing the latest in portfolio reporting for our clients. Investwell is a healthy combination of offline and online interface. It works without internet as the database resides on your system.
The reports, particularly the Capital Gains Statement and Unrealized Capital Gain Report are the most sought after reports by our clients.
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