Private Equity firms need a product suite that consolidates, integrates and organizes data for greater operational efficiency and transparency. Manage relationships, deal flow, fundraising, and reporting to have complete visibility into deals, investors, and processes. Leverage your insights and maximize the return on your investment with an easily adaptable and completely integrated private equity management software.
About InvestWell
InvestWell is a complete white-labeled platform under your brand name, with features loaded to unload your work. This Mutual Fund Software helps to access your client’s portfolio and many more details anywhere, anytime. Other facilities are also available like getting hassle-free online transaction facility and complete access to software under your brand name with a website and apps.
Features
2-Factor Authentication
API
Batch Permissions & Access
Customer Management
Data Export
Data Import
External Integrations
Multi-Currency
Multi-User
Notifications
BitCoin
PayPal
Stripe
Features
2-Factor Authentication
API
Batch Permissions & Access
Customer Management
Data Export
Data Import
External Integrations
Multi-Currency
Multi-User
Notifications
BitCoin
PayPal
Stripe
Summary
No key features associated with this application.
Summary
No key features associated with this application.
Pricing
CORE
$100.00
1 server(s) / month
Included in plan:
Financial Portfolio Reports
CRM Capabilities
Goal Centric Financial Planning
Online Transaction
All Asset Classes
Online Portfolio Access
Analytics
Goal Centric reports
FAQs
What are some applications this service is commonly used in tandem with?
Integrate with outside tools like Datafox, Prequin, Pitchbook and more using the AppExchange
Does this service integrate with any other apps?
Yes
Who are the main user groups of this service?
A holistic, industry-specific solution for Private Equity, Family Offices, and more
Does this service offer multi-user capability (e.g. teams)?
Yes
What is this service generally used for?
Deal Flow & Fund Management
Does this service offer guides, tutorials and or customer support?
Yes
FAQs
Does this service integrate with any other apps?
Yes
* NSE N MF II
* BSE Star MF
* Morningstar Advisor Workstation
* Value Express Analytics
* Omnimax Financial Planning
What is this service generally used for?
It is used to provide wealth management back office for Financial Advisors.
What platforms does this service support?
Windows, Mac, iPhone, Andriod
What are some applications this service is commonly used in tandem with?
Microsoft Excel
Adobe PDF
Microsoft Word
Microsoft Outlook
Who are the main user groups of this service?
Financial Advisors and Wealth Management professionals like CFPs, RIAs, MFDs. and their Investors.
Does this service offer multi-user capability (e.g. teams)?
Yes this financial planning software for distributors in India offers Multi-User Capability.
Does this service offer an API?
Yes this financial Planning Software Offers API Service
Does this service offer guides, tutorials and or customer support?
Yes InvestWell Software for Financial Advisors Offers all guides and 24*7 tech support.
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