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Investwell Mint

Mutual fund and wealth management software for distributors and advisors

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The platform combines portfolio reporting, market research, online transactions and business analytics in a single system. It includes a client-facing iOS and Android app, a set of financial calculators and tools such as MF factsheets, SIP performance tracking, NAV updates, portfolio overlap and correlation analysis, and an invoice generator. The company also offers website development and mobile app development services for financial advisors.

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