# InvestWell Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about InvestWell Software - reviews, pricing plans, popular comparisons to other Investment Management products and more.

Source: https://www.capterra.com/p/164558/InvestWell

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# 

 InvestWell Software Review 2026: Features, Reviews, Integrations, Pros & Cons

Last updated on March 13, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Support](#support)

InvestWell

## What is InvestWell?

InvestWell is a mutual fund software platform for distributors, RIAs, and corporates in India. The software provides tools for portfolio reporting, capital gains statements, broadcast emails, and seamless integration with NSE, NMF, BSE, and MFU platforms to invest in mutual funds.

## What is InvestWell used for?

[Investment Management](https://www.capterra.com/investment-management-software/)

Top alternative

Featured

Overall rating

Based on 0 user reviews

Reviews sentiment

Positive

\-

Neutral

\-

Negative

\-

Starting price

₹100

Per User, Per Month

Free trial  
not available

Capterra Shortlist charts the highest-rated and most popular products...

Our "Best of" badge program showcases products with the highest ratings...

Our "Best of" badge program showcases products with the highest ratings...

Do you work for InvestWell?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.investwellonline.com&name=InvestWell)

## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### InvestWell

0.0

VS.

[4.9 (18)](https://www.capterra.com/p/179626/Investor-Portal/reviews/)

Starting Price

₹100

Per User, Per Month

Starting Price

$3000

Per Feature, Per Year

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

0.0 (0)

Ease Of Use

4.7 (251)

Value For Money

0.0 (0)

Value For Money

4.8 (241)

Customer Service

0.0 (0)

Customer Service

4.9 (247)

## InvestWell alternatives

[Morningstar Direct](https://www.capterra.com/p/10027902/Morningstar-Direct/)

[4.1 (251)](https://www.capterra.com/p/10027902/Morningstar-Direct/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

82%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/10027902/Morningstar-Direct/)

[Exirio](https://www.capterra.com/p/231454/Exirio/)

[4.8 (30)](https://www.capterra.com/p/231454/Exirio/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

100%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/231454/Exirio/)

[Trade Ideas](https://www.capterra.com/p/253071/Trade-Ideas/)

[4.7 (37)](https://www.capterra.com/p/253071/Trade-Ideas/reviews/)

Starting price

$17.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

95%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/253071/Trade-Ideas/)

[Human Interest](https://www.capterra.com/p/230513/Human-Interest/)

[4.0 (36)](https://www.capterra.com/p/230513/Human-Interest/reviews/)

Starting price

$80.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

75%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/230513/Human-Interest/)

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

API

Application programming interface that allows for integration with other systems/databases

Benchmarking

Compare key metrics for the business against prominent players in the industry

Bonds/Stocks

Purchase and track both bonds and stocks in the portfolio

Client Management

Manage contact details and communication with clients

Fee Management

Track collected or paid charges for services performed or access granted

Investments Tracking

Monitor capital allocation and asset prices over time

InvestWell 7 features

Application programming interface that allows for integration with other systems/databases

Compare key metrics for the business against prominent players in the industry

Purchase and track both bonds and stocks in the portfolio

Manage contact details and communication with clients

Track collected or paid charges for services performed or access granted

Monitor capital allocation and asset prices over time

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

## Pricing

Basic

₹100.00

Per User,Per Month

## Support, customer service and training options

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

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