Audience
Investment Management solution for business managers
About InvestWell
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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Private market leaders are under pressure to act faster, stay sharper, and deliver deeper insights — all while managing growing data complexity.
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🔹 Cut reporting time by up to 35%
🔹 Streamline workflows with seamless system integrations
🔹 Get support for valuation models, investor queries, and regulatory demands
🔹 Monitor complex structures including CLOs effortlessly
If your current infrastructure can’t keep up with the pace of decisions — it’s time to rethink what’s possible. FolioSure gives you clarity when it matters most.
We serve Private Equity, Fund of Funds, Private Credit, Secondaries, Venture Capital, Alternative Asset Managers, Pension Funds, Sovereign Wealth Funds and Real Assets.
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Integrations
No integrations listed.
Company Information
Excel Net Solutions
India
www.investwellonline.com
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Product Details
Platforms Supported
Cloud
Windows
iPhone
iPad
Android
Training
Documentation
Live Online
Support
Phone Support
Online
InvestWell Frequently Asked Questions
InvestWell Product Features
Investment Management
Benchmarking
Bonds / Stocks
Client Management
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Modeling & Simulation
Performance Metrics
Portfolio Management
Accounting Management
Commodities
Fund Management
Payroll & Commissions
Risk Management
