InvestwellProvides solutions for Financial Advisors, Agents and Brokers. | |
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- License:
- Demo
- Publisher Name:
- excelnetsol
- Operating Systems:
- Windows
- File Size:
- link when available
- Release Date:
- 2021-04-21 16:21:38
Investwell Tags
Investwell Description
InvestWell is an application for financial planners, investment advisors, brokers, agents and investors for tracking investments in various investment products belonging to different asset classes. 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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