Getting started for new users
If you have just signup up for InvestWell use this guide to setup all the data feeds from CAMS, Karvy, Templeton and Sundaram.
How To Upload a Transaction File. 1.In the Menu Bar , Click on Uploads 2.Go to Daily Transaction Feed Import inside the Upload Menu. 3.Select the Regi...
Thu, 14 Mar, 2019 at 11:41 AM
CAMS is a registrar that provides Mutual Funds data to distributors. They have the following file formats in which they send investment related data:
WBR...
Mon, 17 Jul, 2017 at 10:55 AM
Karvy is a registrar that provides Mutual Funds data to distributors. They have the following file formats in which they send investment related data:
...
Mon, 17 Jul, 2017 at 5:36 PM
Investwell has an add-on module for Morning Star. To get this enabled please contact Morning Star and ask them to enable this. They will send us an intima...
Sun, 20 Jan, 2019 at 10:40 PM
You can use this to create Tasks for your team to follow up. You can find it in the top menu bar of Investwell. Step 1 - How to create a Task Se...
Wed, 22 Nov, 2017 at 3:31 PM
Investwell has the ability to push 3 types of SMS messages to a SMS vendor of your choice. General SMS Transaction SMS Returns SMS In the Client M...
Wed, 28 Feb, 2018 at 11:08 AM
Please find here the procedure to synchronize data for your selected clients to the Online Portfolio Viewer. - Go on Setup >> Manage Clients ...
Fri, 30 Nov, 2018 at 3:34 PM
To upload the Karvy MFSD-201 Transaction file, you have to make some customizations in the File structure. Please go to Karvy website and Login to Distribut...
Mon, 9 Apr, 2018 at 11:20 AM
Karvy has made a change in the email address that they use to send you the mailback files. If the transactions from Karvy are not being uploaded (as of 04/1...
Tue, 4 Dec, 2018 at 12:15 PM