INVESTWELL
At our core, we are a product focused company. We believe that the problems associated in the field of Financial Advisory are rooted in technology and design rather than government bureaucracy. Our goal is to create simple yet comprehensive applications to cover all the needs of Financial Advisers. Our product allows financial advisers to eliminate the complexity of finance for their investors. InvestWell is a common noun in the mutual fund distribution industry and is known for its robustness and reliability all over India.
INVESTWELL
Industry:
Consulting Crowdfunding FinTech Information Technology Payments Software
Founded:
2000-07-01
Address:
Gurgaon, Haryana, India
Country:
India
Website Url:
http://www.investwellonline.com
Total Employee:
11+
Status:
Active
Contact:
0124-4707474
Technology used in webpage:
Viewport Meta IPhone / Mobile Compatible Google Analytics Apple Mobile Web Clips Icon Google Tag Manager Content Delivery Network Google Universal Analytics Global Site Tag Mobile Non Scaleable Content Nginx
Current Employees Featured
Founder
Official Site Inspections
http://www.investwellonline.com Semrush global rank: 4.11 M Semrush visits lastest month: 2.95 K
- Host name: ec2-13-127-252-133.ap-south-1.compute.amazonaws.com
- IP address: 13.127.252.133
- Location: Mumbai India
- Latitude: 19.0748
- Longitude: 72.8856
- Timezone: Asia/Kolkata
- Postal: 400070
More informations about "InvestWell"
About Investwell - India's Top Wealth Management Software
Investwell is a pioneer in the financial advisory sector, providing wealth management software for mutual fund distributors, IFAs, RIAs, & National Distributors.See details»
Investwell | Number 1 Mutual Funds Software For Financial Advisor โฆ
Investwell Mint is the best Mutual Fund Software for Distributors, IFAs, RIAs, and Corporates. Trusted by 3000+ Advisors. Empower Your Financial Advisory.See details»
InvestWell - Crunchbase Company Profile & Funding
Organization. InvestWell . Connect to CRM . Save . Summary. People. Technology. Signals & News. Similar Companies. About. InvestWell builds the โฆSee details»
InvestWell - Company Profile - Tracxn
Email ID: *****@investwellonline.com; Phone Number: +91 ***** Key Metrics. Ranked. 77 th among 848 active competitors. Annual Revenue โน15.1Cr ($1.88M) as on Mar 31, 2023. โฆSee details»
InvestWell Company Profile | Management and Employees List
[email protected]: InvestWell Top Competitors. Company Employees Revenue Top technologies; Synergy Wealth Management Inc. 6: $2.9 M: Legacy One Financial. 6: $2.1 M: โฆSee details»
Investwell Information - RocketReach
Investwellonline.com; Binesh Kumar Tech Lead Android at Investwell Gurugram, HR, IN View. 1 investwellonline.com; View Similar People. Related Companies Foetron. 41 $16.4m BluePi. โฆSee details»
Contact us - InvestWell
[email protected] +91-9971888718 +91-9971888719 +91-8779425884 . For Software Support: [email protected] Need any help? 1001, 10th Floor. JMD Megapolis, โฆSee details»
InvestWell โ TFP Investment Counsel Corp.
Reasonable returns in most markets The right philosophy and approach could deliver the results you want. Building wealth for clients is a thoughtful process that involves both investment skill and a commitment of trust and transparency.See details»
Product Updates dated 16.01.2023 : InvestWell Helpdesk
Follow the below path. 3. Client Profile - The clientโs point of contact in your organization may be different depending upon the structure of your organization. You can now customize whose โฆSee details»
Investwell Email Formats & Email Address Examples | LeadIQ
Frequently Asked Questions What does Investwell do? Investwell was founded in 2000. The company's main headquarters is located in JMD Megapolis, Sohna Rd, Sector-48 1001 โฆSee details»
Mobile App Release Notes 19-03-2024 : InvestWell Helpdesk
Mar 26, 2024 Introduction of two new tabs - Purchase & Sell - in the "All Orders" section for better order organization. We have also introduced a new feature where brokers can โฆSee details»
Tutorial โ Online Access โ InvestWell
MAILING ADDRESS 1401-675 West Hastings Street Vancouver, BC, Canada V6B 1N2 CALL TFP TOLL-FREE: 1-800-681-9693 GIVE US A CALL: 604-687-5884 SEND A FAX:See details»
Downloads - InvestWell Helpdesk
Apr 13, 2018 Sorry we couldn't be helpful. Help us improve this article with your feedback.See details»
Supercharge Your Financial Advisory - InvestWell
2000. Investwell v1.0 Launched. 2001. Inclusion of Fixed Deposits. 2004. Import of Registrar. Mailback Feeds. 2006. Online Access to Investors. using My-PortfolioSee details»
How to Create New users and Assigning Rights? - InvestWell โฆ
Jun 14, 2017 In the Setup menu go to the Users option. Now, you can see the screen that is used to create new users and/or assign rights to existing users. To create a New User click on โฆSee details»
Investwell Mint | Best Wealth Management Software For Financial โฆ
Investwell Mint: India's No. 1 Mutual Fund Distributor Software. 25 years of simplifying tasks for IFAs, RIAs, & corporates with our Wealth Management Software.See details»
Portfolio Valuation & Allocation report : InvestWell Helpdesk
Jul 5, 2020 This Portfolio Valuation report shows you all the currently held investments of each Investor. This report can be found in the Client portal in the Reports menu. A shortcut of this โฆSee details»
Client Summary profile - Escalation Matrix : InvestWell Helpdesk
Nov 15, 2024 Escalation matrix is shown on the left hand side below the client profile picture. It displays the advisor company hierarchy that is currently assigned to the Investor. The same is โฆSee details»
Investwell Mint Pricing
Explore Investwell Mintโs pricing. Tailored for IFAs, RIAs & National Distributors, our pricing adapts to your business growth, offering a cost-effective solution.See details»
Investwell Download Links - InvestWell Helpdesk
Dear Advisor, Should there be a need to manually update to the latest version of InvestWell-Corporate, you may follow the steps mentioned below : 1)...See details»