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.
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