FULL DEMO | INVESTWELL MINT October 2020

InvestWell Mint is a fully cloud-based software solution for the Modern Wealth Management professional and their Investors with automated data updating, reconciliation and many more exciting features.

Key Features

✅ Auto Data update - Folios, Transactions and Systematic Investments Files are imported automatically. So, no need to worry about data management and daily calling of files from RTAs
✅ All Assets - can be imported into the system and presented in the Portfolio reports
► Shares, Bonds - with the option to upload contract notes.
► Fixed Deposits,
► PMS and Other Assets (e.g. Real Estate, Art, Gold etc.)
► Equity Share's Dividend and Bond's Interest are calculated internally

✅ Insurance - Enter and record data for Life Insurance and General Insurance. Generate Premium due reminders
✅ Client login - With no limit on no. of clients. So you can choose to provide your clients with your services from Anytime & Anywhere.
✅ Mobile App - Client and Advisor login access to Mint Android and iOS App. To view portfolios and transact online.
✅ Portfolio Reports - Multiple Portfolio reports with CAGR Returns, Absolute Returns and XIRR Returns
► Portfolio Return - for currently held units
► Portfolio Summary - returns for a specific period or since inception
► Allocation Analysis
►Transaction Statement/ Account Statements
► Redemption Simulation -What if redeemed units were live in current markets.
► Download SOA for specific folios.
► Portfolio Variance Report

✅ Capital Gain Reports - Generate both Realized and Unrealized Capital Gain
► Showing Long Term and Short Term Gain with grandfathering,
► Long term debt indexation,
► Dividend Stripping.
► ITR filed a quick report.

✅ NSE/BSE Online Transaction - Invest in MF in multiple schemes simultaneously with a Mutual Fund Cart. Video KYC facility is available.
✅ Security Exposure Report - Find Client wise and scheme wise AUM exposure to specific Shares and Bonds that may have defaulted.
✅ Brokerage Report - View brokerage income received across all
Funds,
► Scheme
► Category
► Sub Broker/Associates
► Relationship Managers
► Clients.
► Detailed Transactions

✅ Email Schedule Reports - Send Portfolio and other reports to clients on a custom-defined frequency.
✅ Google sign in - No need for you and your clients to remember another User ID and Password.
✅ Tools -
► CAS Uploaded Model Portfolio,
► Portfolio Analysis report for prospects,
► Top schemes,
► Rolling Return Calculator,
► Factsheets,
► KYC forms
► Goal Planner
► Pre Filled MF Forms

✅ CRM -
► Investor Profile,
► Family grouping,
► Task manager - creation and delegation to team
► Birthday alerts - Send birthday wishes auomatically
► SIP/STP due reminders
► Various Alerts - FMP Maturity, FD Maturity, Insurance Renewals

✅ Document Manager/Vault - Upload and store client's important documents like PAN, Date of Birth proof, Aadhar, Passport etc
✅ Security - Data security and reliability of the cloud. Bank-level security.
✅ Fast Setup - Get started quickly and easily — we set up and host your software site for you. No servers, no storage, no maintenance — we run it for you.
✅ SOA Download - Download all AMCs Statement of Account from inside Investwell Mint in realtime. It takes 5 seconds for any SOA.
✅ AUM Business Report - We have added a new report in your Business Analytics menu. You can use this to analyze AUM growth in any period
✅ SIP Business Report - We have added a new report in your Business Analytics menu. You can use this to analyze SIP growth in any period
✅ Email log for Email Scheduler - View sent receipts for all emails sent in bulk. You can configure email scheduler to send mails from your email id now without revealing your Email password through smart Google sign in in Email configuration.
✅ Comprehensive Portfolio Report - We have added Unrealized Capital Gain summary, Transaction Statement and Folio details
✅ CAS Import - Import Held away investments of your clients with other brokers or in Direct Mutual funds into Investwell to provide them with a consolidated Portfolio report.
✅ Invest Online using MFU - Mutual fund utility allows for a seamless investing experience that requires no prior registration by the advisor. Any existing investor's CAN can be bulk uploaded in Investwell Mint
✅ Risk Profiler - Configure risk profile and provide options to your clients to assess their Risk Appetite.
✅ Whitelist AMC- Can whitelist AMC for online transactions.
✅ Client Billing/ AMC GST Billing - Option to generate bills for clients on different criteria and track. Also would generate GST invoices to be submitted to AMCs for brokerages.

[ashiqueabrar]

Please create Full Demo video on Brokerage Reconciliation

[ImmanuelBarnobasKonnur]

We are satisfied with Demo. Very soon we will contact you as we are busy with updating KYC of investors also send me cost for the same

[talwindersingh]

What would the cost to develop website for IFA.