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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.


  • 2-Factor Authentication
  • API
  • Batch Permissions & Access
  • Customer Management
  • Data Export
  • Data Import
  • External Integrations
  • Multi-Currency
  • Multi-User
  • Notifications
  • BitCoin
  • PayPal
  • Stripe


    No key features associated with this application.



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


    What is this service generally used for?
  • It is used to provide wealth management back office for Financial Advisors.

  • 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 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.

Vendor Information

Based in:


Who uses InvestWell
  • Startups
  • Enterprises
Desktop Platforms:
  • Web App
Mobile Platforms:
  • iOS
  • Android
Regional Restrictions:
No restrictions.
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