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 currently scores 77/100 in the Financial Services category. This is based on press buzz (35/100), recent user trends (falling), and other relevant information on InvestWell gathered from around the web.
| The score for this software has stayed the same over the past month. What is this? |
Yes
* NSE N MF II
* BSE Star MF
* Morningstar Advisor Workstation
* Value Express Analytics
* Omnimax Financial Planning
It is used to provide wealth management back office for Financial Advisors.
Windows, Mac, iPhone, Andriod
Microsoft Excel
Adobe PDF
Microsoft Word
Microsoft Outlook
Financial Advisors and Wealth Management professionals like CFPs, RIAs, MFDs. and their Investors.
Yes this financial planning software for distributors in India offers Multi-User Capability.
Yes this financial Planning Software Offers API Service
Yes InvestWell Software for Financial Advisors Offers all guides and 24*7 tech support.
