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What is InvestWell?

"InvestWell Financial Planning for IFAs & RIAs is one of most reliable cost effective tool. This Mutual Fund Software works for both Investors and Distributors."

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.

InvestWell scored 64/100 in the Financial Services category. This is based on press buzz (26/100), and other relevant information on InvestWell gathered from around the web.

The score for this software has declined over the past month. What is this?

  • InvestWell

Financial Services Market Radar

InvestWell Product Overview

Languages: English

InvestWell Features

  • 2-Factor Authentication
  • Accounts Payable
  • Accounts Receivable
  • API
  • Balance Sheet
  • Batch Permissions & Access
  • Billing/Invoicing
  • Budgeting
  • Calendar Management
  • Contact Management
  • CRM Integration
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Document Comparison
  • Expense Tracking
  • External Integrations
  • Forecasting
  • General Account Ledger
  • Inventory Tracking
  • Multi-Currency
  • Multi-User
  • Notifications
  • P&L
  • Payroll
  • Scheduling
  • Supplier Management
  • Tax Management
  • BitCoin
  • PayPal
  • Stripe
  • SAP Integration
Compare Pricing

InvestWell Pricing Plans


1 server(s) / month
  • Financial Portfolio Reports
  • CRM Capabilities
  • Goal Centric Financial Planning
  • Online Transaction
  • All Asset Classes
  • Online Portfolio Access
  • Analytics
  • Goal Centric reports

Plans starting from: $80.00/month Credit card required: No

InvestWell FAQs

What is InvestWell generally used for?

It is used to provide wealth management back office for Financial Advisors.

Does InvestWell integrate with any other apps?

* BSE Star MF
* Morningstar Advisor Workstation
* Value Express Analytics
* Omnimax Financial Planning

What platforms does InvestWell support?

Windows, Mac, iPhone, Andriod

What are some applications InvestWell is commonly used in tandem with?

Microsoft Excel
Adobe PDF
Microsoft Word
Microsoft Outlook

Who are the main user groups of InvestWell?

Financial Advisors and Wealth Management professionals like CFPs, RIAs, MFDs. and their Investors.

Does InvestWell offer multi-user capability (e.g. teams)?

Yes this financial planning software for distributors in India offers Multi-User Capability.

Does InvestWell offer an API?

Yes this financial Planning Software Offers API Service

Does InvestWell 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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