InvestWell is an application for financial planners, investment advisors, brokers, agents and investors for tracking investments in various investment products belonging to different asset classes. Investwell provides you with versatile tools for pre- sales as well as post sales service for your clients. It maintains the clients' portfolio and helps the advisor to maximize the clients' returns by rotating the portfolio in tune with the current performances for the various schemes.
It also provides for complete Back office requirements, of reconciling transactions, commission receivables and sub brokerage payables.
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