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0124-4707474
Knowledge base
Investwell Mint
Getting Started Guides
10
Merging Duplicate Clients
Creating Family of Clients
Demerge clients
Create a new Relationship Manager & Sub Broker user
Assign a Relationship Manager to your clients
See all 10 articles
Portfolio Reports
3
Portfolio Valuation report
Comprehensive Portfolio report
Capital Gain reports
Utilities for Advisors
5
Upload CAS of CAMS/Karvy
Email Schedular for Portfolio reports
Download Statement of Account for a folio
Model Portfolio Review utility
Rolling return Calculator
NSE/BSE/MFU Guides
7
Create new UCC using BSE Star MF Integration
Upload BSE UCC and Mandates of existing clients
Create a Mandate in BSE Mandate
Create IIN using NSEnMF integration
Upload CAN and Mandates of existing clients
See all 7 articles
Business Analytics Reports
2
Security Exposure report
Brokerage Income Detail and Analysis
Mint Training Webinars
1
Webinar 1 | Invest Online & Portfolio Valuation Report
Investwell Software
Investwell Demo
1
Full Demo of InvestWell Corporate Version
MIS Business Reports
2
How to use AUM Reports
Investor Data Mining
Setup Menu
6
Merge Clients
I-MAIL / Auto Email Scheduler Configuration
How to use ARN Master ?
How to add sub broker in Investwell software
Sub Broker Management
See all 6 articles
Toolkit Menu
1
How to Create Financial Goals for Investors
Transaction Menu
5
Manual Entry Purchase
Insurance file upload
PMS for current entry.
Dividend History
NAV History
Backoffice
5
Brokerage MIS
Brokerage Reconciliation
Brokerage Demo
Payout Process | Sub-Brokerage process
Payout Rate Settings
Upload Menu
1
How to upload Folio Master Feed File
Reports
1
Portfolio Reports
Online Portfolio Viewer
Advisor Login - Using the Online Portfolio Viewer
6
Master Zone - Client Search
Master Zone - AUM Report
Master Zone - Portfolio Returns
Report Zone
Admin Zone
See all 6 articles
Setup Portal for Investing online
5
Investing using NSE
NSE MF online integration
BSE StarMF Advisor Portal
BSE SIP types for Paperless Investing
BSE StarMF Investor Portal
Investor side
9
DashBoard and Allocation Report
How to do Online Sync from InvestWell ?
Portfolio Menu - Summary
Portfolio Menu - Returns
Holding Report
See all 9 articles
General
FAQ
20
Capital Gain Report for FY 18-19
How to perform AUM Reconciliation?
How to Link Aadhaar with RTA?
GST Invoices for AMC
GST Invoice for Investor
See all 20 articles
Getting started for new users
10
Investwell User Manual
TRANSACTION FILE
Schedule for CAMS data.
Schedule for Karvy data
Morning Star Integration
See all 10 articles
Investwell Download Links
3
Downloads
Download Investwell Corporate - Version update
Download Investwell Gold - Version update
Troubleshooting Issues in InvestWell
7
RunTime Error :53
Object variable or With block variable not set (Abnormal Program Termination)
Not Valid Password (Version 6.4.2)
Cannot open database
Run time error
See all 7 articles
Investwell Installation Guides
SQL Database setup
1
SQL Restore Database
InvestWell Corporate
0
Installation of Sql 2012
1
Installation of SQL software 2012
Installation of Investwell Gold version
0
Community forums
Showing recent updates
Start a new topic
Investwell Mint
What's New in Mint?
12
BSE DEMAT UCC Support
Posted by
Anuj Jain
,
7 days ago
Last Reply
by Anuj Jain
7 days ago
Email Comprehensive Portfolio Report to Client
Posted by
Anuj Jain
,
7 days ago
Last Reply
by Anuj Jain
7 days ago
Multi Exchange Setup - Use NSE, BSE & MFU together to transact online
Posted by
Anuj Jain
,
17 days ago
Last Reply
by Anuj Jain
17 days ago
See all 12 topics
Feature Requests
41
HEALTH INSURNACE POLICY -
Posted by
N.J.SECURITIES
,
8 days ago
Last Reply
by N.J.SECURITIES
8 days ago
In Portfolio valuation report Excel few option are not available which are avaible in pdf
Posted by
Mahesh Ojha
,
about 1 month ago
Last Reply
by Mahesh Ojha
about 1 month ago
Swp calculator require in app as well as in mint
Posted by
Tejas Shah
,
about 1 month ago
Last Reply
by Tejas Shah
about 1 month ago
See all 41 topics
InvestWell Corporate - SQL
What's new in InvestWell?
25
Version Update 29th April 2020
Posted by
Anuj Jain
,
10 months ago
Last Reply
by Anuj Jain
10 months ago
Version Update 18th June 2019
Posted by
Anuj Jain
,
over 1 year ago
Last Reply
by Anuj Jain
over 1 year ago
Version Update 30 April '19
Posted by
Anuj Jain
,
almost 2 years ago
Last Reply
by Anuj Jain
almost 2 years ago
See all 25 topics
Feature Request
44
Financial Button option required in Transaction statement
Posted by
Lakshmigain Securities(P) Ltd
,
2 months ago
Last Reply
by Lakshmigain Securities(P) Ltd
2 months ago
CC or BC Client email to subbroker
Posted by
Dilip Patel
,
over 1 year ago
Last Reply
by Dilip Patel
over 1 year ago
Suggestions and needs
Posted by
ZEN SECURITIES LTD
,
about 2 years ago
Last Reply
by ZEN SECURITIES LTD
over 1 year ago
See all 44 topics
Report Problems
3
File saved in the report name +client name
Posted by
Lakshmigain Securities(P) Ltd
,
2 months ago
Last Reply
by Lakshmigain Securities(P) Ltd
2 months ago
SIP Mining Report not showing exact data
Posted by
Jyotiraja_sodha
,
over 2 years ago
Last Reply
by KANANI Ethic Investment
10 months ago
Amc list not showing in transaction window
Posted by
Pioneer Wealth Management
,
over 2 years ago
Last Reply
by Pioneer Wealth Management
over 2 years ago
My-Portfolio
Feature Request
1
Closed-Ended Funds should have seperate Category
Posted by
Imperial Investment Consultancy Services Pvt. Ltd
,
almost 3 years ago
Last Reply
by Imperial Investment Consultancy Services Pvt. Ltd
almost 3 years ago
Announcement
0