Agents and Brokers.
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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KEY FEATURES
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- Record Investment in MF/ULIPS/FD/Equity Shares & Insurance (both Life & General).
- Direct Upload from Registrar mail back files. No entry required.
- Record of all Purchases and Redemptions in all Schemes.
- Complete details of all Folios (Jt Names, Mode of Holding, Bank details, Nominee etc)
- Daily 2 minutes Auto Update for NAV, Dividends & New Schemes
- Portfolio valuation for Currently held schemes.
- Capital Gain Statement.
- Current Holding by folio.
- Provision for Family Group to see the performance at a glance.
- Asset Allocation by Scheme.
- Objective wise allocation.
- Scheme comparison, Growth Calculator, SIP Calculator.
- Latest NAV, Dividends lookup.
- Brokerage Commission Report.
- Sub Brokerage data maintenance.
- Provision for sending portfolio to various clients on a single click.
- Assets under Management by ARN, by Fund, by Client.
- Alerts for SIP, Insurance Premiums Due, Maturity.
- Mobilization report and many more .
- Print Filled up Forms/ Send Emails & SMS.
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PORTFOLIO SERVICES
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Investwell help you to maintain your clients portfolio by providing you an option for recording of all the relevant details directly through the mail back service from the different
registrar.
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- Facilitates in calculating different portfolio returns.
- Portfolio performance for a particular period.
- Calculate short/long term gains for debt and equity schemes.
- Cash Flow report.
- Sector wise allocation and portfolio diversification.
- Detail Report, Detail Summary and Summary report are generated by Group Leader or by Applicant.
- Provisions for Current Holdings and Dividend Payout Reports.
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MANAGEMENT INFORMATION SYSTEM (MIS)
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Investwell is supported by strong data mining methods and generates different reports for the managements with an user friendly drill down option. These reports can be generated for funds,
schemes, clients, sub-brokers and relationship managers.
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- Analyzing fund mobilized in a period.
- Generates AUM reports for funds, schemes, clients and relationship managers.
- List of SIP Running / Maturing
- Computing brokerage receivable from funds
- Marking facility for receivable and payables to help track outstanding commissions.
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SALES TOOLS
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Investwell is powered with various tools and graphs to boost your sales. It provides tools from comparing different schemes to sending of mass emails.
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- MF Tally : Compare performance of selected scheme.
- Top Schemes : View Top Schemes for any Fund Class.
- Growth Calculator : Compare growth of your Investment in Multiple schemes.
- SIP Calculator : Compare SIP Returns in various schemes.
- STP Planner : Prepare presentation for STP plans
- Emailer : Send General Emailers to any number of clients.
- Model Portfolio : Tool to Design custom portfolio.
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