Investwell

Investwell, developed by excelnetsol, is a sophisticated Investment-Tools application designed for financial planners, investment advisors, brokers, agents, and investors. The latest version, 1.0, can be easily identified with program file names such as InvestWell - Copy.exe, Investwell Branch.exe, Investwell.exe, and PrintWell.exe. The software is compatible with a wide range of operating systems, including Windows XP, XP Professional, Vista, 7, 8, 10, and 11, covering virtually all user needs.

Categorized under Business with a subcategory in Investment-Tools, Investwell caters to the essential needs of portfolio management and client servicing. Notably, the software isn't just restricted to new versions; previous versions such as 5.2, and 1.0 also exist, ensuring continuity and consistency for those familiar with earlier iterations.

Presented under a Demo license, Investwell offers a rich array of features that impress both in pre-sales and post-sales contexts. It can robustly track investments across various asset classes, helping advisors and brokers to realign client portfolios in alignment with current performance metrics of diverse schemes. Additionally, the tool is adept at satisfying Back office demands by reconciling transactions, managing commission receivables, and calculating sub brokerage payables.

For anyone looking to download a reliable and comprehensive investment management tool, Investwell offers a compelling choice. Although it is not a free software, its Demo license provides an ample opportunity to explore its wide-ranging functionalities.

Pros:

• Comprehensive investment tracking
• Supports multiple OS versions
• Excellent for both pre-sales and post-sales services
• Handles extensive Back office tasks efficiently

Cons:

• Not completely free
• Interface may require some time to master for new users

You may want to check out more software, such as Wealth-Lab Pro, MultiCharts or AptiStock, which might be similar to Investwell.