mutual fund distribution software

your data is backed up to a secure, offsite location every night, and always available wherever you are. leave data upload to us and enjoy seamless portfolio of all asset classes. group investor into family accounts and assign relationship managers and sub-brokers. view family portfolio and capital gain. present a complete portfolio for your clients with a single click. group investor into family accounts and assign relationship managers and sub-brokers. view family portfolio and capital gain. present a complete portfolio for your clients with a single click.

even more so happy are our clients. i think it is the most complete software for a professional to manage all financial products at single place. it has helped us scale up our business from a handful of clients to a few thousand and serve them well . investwell has make our life simpler. with investwell my business and service excellence has taken to new heights, and their system supported very well with maximum automation. it leads to maximum customer satisfaction. thanks investwell for your continued efforts in bringing the latest in portfolio reporting for our clients. i have been using investwell since 2007 and am happy to share the way mr jain & his team have evolved the software with the times. we at purplepond have been using investwell mutual fund reporting software since 2014. nse api integration, online portfolio viewer and mobile application have helped us scale up our business.

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