INVESTWELL MINT Soſtware for Wealth Advisors Jan, 2018
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INVESTWELL MINTSoftware for Wealth Advisors
Jan, 2018
Client Portfolio Reports⦿ Family Portfolio- Check updated Family Portfolio.⦿ Applicant Portfolio- Check updated Applicant wise Portfolio⦿ Asset Allocation- Get the details of your Net Worth and its
composition.⦿ Scheme Allocation- Total exposure in different schemes and
its current value.⦿ Last Transaction- Check your last 10 Transactions which
have done.⦿ SIP Report – Details of latest SIPs.
Capital Gain Summary
Capital Gain ITR Summary
Capital Gain Detail
Capital Gain Unrealized
Capital Gain Unrealized
Capital Gain Unrealized
Portfolio Summary
Portfolio Summary
Portfolio Summary
Portfolio Summary PDF
Allocation Analysis - Scrip wise
Allocation Analysis - Sector
Goal Planning
InvestWell - Software for Wealth Advisors
Goal Planning
InvestWell - Software for Wealth Advisors
Business Analytics⦿ AUM Report⦿ SIP Summary⦿ Cashflow analysis
AUM Report
InvestWell - Software for Wealth Advisors
Report as on any past date
Group By FundGroup By SchemeGroup By Scheme categoryGroup By Family head and Investor
Drilldown any Group By to Clients level
AUM Report
InvestWell - Software for Wealth Advisors
AUM Report
InvestWell - Software for Wealth Advisors
AUM Report
InvestWell - Software for Wealth Advisors
SIP Mining report
InvestWell - Software for Wealth Advisors
SIP Summary
InvestWell - Software for Wealth Advisors
Cashflow Analysis
InvestWell - Software for Wealth Advisors
Utilities⦿ Top Schemes⦿ Latest Factsheets of all schemes⦿ Task Manager⦿ Rolling Return Calculator
Task Manager
InvestWell - Software for Wealth Advisors
Top Schemes
InvestWell - Software for Wealth Advisors
Factsheets
InvestWell - Software for Wealth Advisors
Rolling return calculator
InvestWell - Software for Wealth Advisors
NSE Online Investment
InvestWell - Software for Wealth Advisors
● Import all IINs previously created● Map IIN into your ARN manually● Create Mandates along with creating IIN● Download and Upload Physical Mandates● Do Video KYC for free for Non-KYC clients● Order book of all orders placed by RM, Sub Broker and
Client.
NSE Profile List
InvestWell - Software for Wealth Advisors
NSE Investment
InvestWell - Software for Wealth Advisors
BSE Online Investment
InvestWell - Software for Wealth Advisors
● Import all UCCs and Mandates previously created● Multi ARN transaction supported● Create Mandates along with creating UCC● Do Video KYC for free for Non-KYC clients● Order book of all orders placed
BSE Profile List
InvestWell - Software for Wealth Advisors
BSE Investment
InvestWell - Software for Wealth Advisors
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