InvestWell
Voted Best WealthTech at the Bharat Fintech Summit Awards, this investment management software revolutionizes wealth management. It consolidates portfolio reviews, market research, transaction execution, and business analytics in one platform. Users can track investments, evaluate performance, and optimize client engagement, ensuring informed decisions for maximizing returns with minimal effort.
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Top InvestWell Features
- Portfolio Performance Reports
- Comprehensive Mutual Fund Factsheets
- SIP Performance Monitoring
- Customizable Savings Estimation
- Tax Calculation Tools
- Overlapping Investment Identification
- Scheme Performance Analysis
- Client Invoice Generation
- Real-time NAV Updates
- Dividend Announcement Alerts
- Family Account Grouping
- Automated Data Backup
- Seamless API Integration
- Multi-Asset Class Management
- Mobile Application Access
- Bulk Email Scheduling
- Business Analytics Dashboard
- Client Relationship Management Tools
- Data-Driven Insights
- Optimized Client Engagement Strategies.
