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Client Portfolio Reports⦿ Family Portfolio- Check updated Family Portfolio.⦿ Applicant Portfolio- Check updated Applicant wise Portfolio⦿ Asset Allocation- Get the details of your Net Worth and its
composition.⦿ Scheme Allocation- Total exposure in different schemes and
its current value.⦿ Last Transaction- Check your last 10 Transactions which
have done.⦿ SIP Report – Details of latest SIPs.
AUM Report
InvestWell - Software for Wealth Advisors
Report as on any past date
Group By FundGroup By SchemeGroup By Scheme categoryGroup By Family head and Investor
Drilldown any Group By to Clients level
NSE Online Investment
InvestWell - Software for Wealth Advisors
● Import all IINs previously created● Map IIN into your ARN manually● Create Mandates along with creating IIN● Download and Upload Physical Mandates● Do Video KYC for free for Non-KYC clients● Order book of all orders placed by RM, Sub Broker and
Client.
BSE Online Investment
InvestWell - Software for Wealth Advisors
● Import all UCCs and Mandates previously created● Multi ARN transaction supported● Create Mandates along with creating UCC● Do Video KYC for free for Non-KYC clients● Order book of all orders placed
For any informationPlease contact at sales@investwellonline.com
www.investwellonline.com
Thank You!
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