Who Uses This Software?

InvestWell builds the most powerful and reliable tools for Registered Investment Advisors, Independent Financial Advisor, Mutual Fund Distributors.


Average Ratings

  • Overall
  • Ease of Use
  • Customer Service

Product Details

  • Starting Price
    Not provided by vendor
  • Deployment
    Cloud, SaaS, Web
    Installed - Windows
    Mobile - Android Native
    Mobile - iOS Native
  • Training
    Documentation
    Live Online
    In Person
  • Support
    Online
    Business Hours

Vendor Details

  • Excel Net Solutions
  • www.investwellonline.com
  • India

About InvestWell

InvestWell Software that helps financial advisers to track investments by asset class (Mutual Funds, Equity Share, Listed Bonds, Life insurance). Easy Access


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InvestWell Features

  • Accounting Management
  • Benchmarking
  • Bonds / Stocks
  • Client Management
  • Client Portal
  • Commodity Futures
  • Compliance Reporting
  • Data Import / Export
  • For Investment Advisors
  • For Investors & Traders
  • Fund Management
  • Modeling & Simulation
  • Performance Metrics
  • Portfolio Rebalancing
  • Real Estate
  • Risk Management

InvestWell Reviews


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