What is it all about?
InvestWell Mutual Fund Software is India's best cost effective Financial Planning Tool for for distributors / advisors in India trusted by 2700 IFA and Financial Advisors to manage their back office efficiently.
Ref: https://www.investwellonline.com/
Video & screenshots
screenshots
Who is it for?
Freelancers
Startups
Agencies
SMBs
Enterprises
Key Features
All Asset classes, CRM, Financial Planning, Goal Mapping, Lead Generation in one software. Cloud as well On-Premise solution for Portfolio Management of all assets for your Investors.
Benefits
Easy To Use, Automatic Files uploading, Quick SIP Calculator 90% cost cutting !!! No need to buy multiple software Invest Online
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Pricing
Yearly
Monthly
Lifetime
Free
Freemium
Trial With Card
Trial No Card
By Quote
Description
All the essential automation to kick-start your Financial Advisory.
starting at
$99/Month
for 1
User
starting at
$1199/Year
for 1
User
Integrates With
Amazon
new Integrated P...
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