Utilities for Advisors

Email Schedular for Portfolio reports
Email scheduler is available in the Advisor portal of Investwell Mint. You can use it send Portfolio reports to your clients in batch mode at a set frequenc...
Sat, 4 Jan, 2020 at 10:11 PM
Model Portfolio Review utility
This utility is provided to help you get a comprehensive analysis of a client or prospect's current holdings analysis so that a recommendation can be m...
Mon, 17 Feb, 2020 at 10:27 AM
Security Exposure report
Find out how much of your client's AUM is exposed to a particular share or bond. Or find how many schemes have bought a particular share or bond and i...
Sun, 24 Nov, 2019 at 7:50 PM
Rolling return Calculator
When we sit down to find a new scheme to invest in, we seldom find ourselves searching for the best schemes across different trailing year returns. The sche...
Mon, 17 Feb, 2020 at 10:35 AM