InvestWellExcel Net Solutions
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Related Products
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About
Supercharge your tutoring with ClassFolios. Our platform makes it easy to run your tutoring business. Focus on the tutoring and we'll take care of the rest of the tutoring workflow. ClassFolios makes it easy to communicate with your students, track each session, and send invoices so you can spend less time trying to get paid and more time building relationships. ClassFolios comes with features to make your life easy. Most of the scheduling, payment cycle and student management is automated! Grow your business with a stunning profile page and attract students, keep them engaged with intuitive in-class communication with ClassFolios. ClassFolios provides an all-in-one tool for the tutor to schedule sessions, enroll students and communicate upcoming payments and track payments. ClassFolios is an online portal where tutors list their courses and students can enroll and learn. It offers features such as managing courses, schedules, and invoices.
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About
Secure and automated Registrar file upload from our backend. Your data is backed up to a secure, offsite location every night, and always available wherever you are. Simple, Clean interface to get the job done. An Interface that’s not only pretty but also feels much faster to use. We have automated processes that can handle big data for thousands of advisors. Leave data upload to us and enjoy seamless portfolio of all asset classes. Group investor into Family accounts and Assign Relationship Managers and Sub-brokers. Clients have access to everything they need. Transact in existing Folio and Create new folios using seamless integration with NSE N MF, BSE Star MF and MFU Platform. Send bulk Emails at a schedule with reports as attachments to specific groups of clients or prospects.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Tutors and teachers in need of a cloud-based tutoring solution to manage their scheduling, tracking and online payments
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Audience
Investment Management solution for business managers
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationClassFolios
United States
classfolios.com
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Company InformationExcel Net Solutions
India
www.investwellonline.com
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Categories |
Categories |
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Tutoring Features
Appointment Scheduling
Attendance Tracking
Automatic Grading
Billing & Invoicing
Client Management
Electronic Assignments & Tests
Employee Management
Learning Plans
Lesson Notes
Online Classes
Online Payments
Parent / Student Portal
Progress Reports
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Investment Management Features
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management
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Integrations
Stripe
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