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InvestWell Software icon

InvestWell Software

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InvestWell is financial planning software for IFAs & RIAs, and works for both investors and distributors. Provides 360 degree customer views that includes complete details of all folios including joint names, mode of holding, and bank details.

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Cost / License

  • Subscription
  • Proprietary

Since

  • Since 2019

Updated

  • Updated May 2023

Platforms

  • iPhone
  • Chrome OS
  • Android Tablet
  • Self-Hosted
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InvestWell Software information

  • Developed by

    IN flagInvestWell

  • Licensing

    Proprietary and Commercial product.

  • Pricing

    Subscription ranging between $59 and $500 per month.

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  • Supported Languages

    • English

AlternativeTo Category

Business & Commerce

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InvestWell Software was added to AlternativeTo by Manish Gupta on and this page was last updated .

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What is InvestWell Software?

InvestWell provides Complete Financial Planning Software & Tools to Independent & Registered Financial Advisors in India. Request for a demo today!