Investor side
InvestWell Online Portfolio Viewer client login
Please watch in 720p (HD). Go to settings icon at bottom left corner of YouTube player > Quality > 720p Login into the Portfolio Viewer from the ...
Sat, 17 Jun, 2017 at 3:14 PM
Note - If your client does not have any transaction it will not upload. Go to the Manage Client option in the Setup menu In the Manage Client...
Sun, 9 Jul, 2017 at 5:09 PM
Please watch in 720p (HD) Summary: If we select for All Folios then we can see the complete return for all Folios :
Purchase
Switch In
Reinv...
Mon, 19 Jun, 2017 at 3:24 PM
Please watch in 720p (HD) You can view the Portfolio Return in the Portfolio menu. To view the Report
Select Applicant Name
Choose As on...
Mon, 19 Jun, 2017 at 3:22 PM
Please view in 720p (HD) To view the Holding Report for any client go to Holding option under Reports menu. Holding Report shows you a quick ...
Mon, 19 Jun, 2017 at 3:39 PM
Find this report under Portfolio menu as Analysis Here, you can choose the Applicant and press Show button to see three tables as follows.
Mon...
Mon, 10 Jul, 2017 at 7:24 PM
It is a tool that you can use to calculate your Net Worth The Assets come Automatically in here. If you want to add other assets which the advisor ...
Mon, 10 Jul, 2017 at 7:30 PM
This shows your investments in a Graph. It shows you how your Portfolio is growing and what is your profit Choose an applicant and time period and ...
Mon, 10 Jul, 2017 at 7:38 PM
To see the capital gain : Select the Family member and then Financial Year and then see the Capital gain category wise, Equity and Debt separately.
Sat, 21 Jan, 2017 at 2:21 PM