Product Detail

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iInvest software provides a comprehensive solution for meeting the business needs for a Financial Advisors. iInvest provides you with versatile tools for pre- sales as well as post sales service for your clients. It maintains the clients' portfolio and helps the adviser to maximize the clients' returns by rotating the portfolio in tune with the current performances for the various schemes. It also provides for complete Back office requirements. iInvest provide 256 bit SSL Certificate,Short for Secure Socket Layer, creates an encrypted connection between our server and your client's web browser.If a site is using an SSL certificate, web browsers will usually indicate it with a padlock icon or occasionally a green address bar.

Click here to know more about iInvest

Can maintain all asset class in MF, FD,Life Insurance, General Insurance.

RTA Data will be uploaded automatically from your registered email.

AUM will be reconciled automatically. Folios with difference will be showed.

Can also print Transaction slip.

Integration with Morningstar Adviser Work Station (AWS)

iInvest will provide data which are powered by Morningstar.

  • Factsheet Datas
  • Morningstar Ratings
  • Morningstar Analyst Ratings TM
  • Risk Measures
  • Scheme Returns
  • Category Returns
  • Fund Managers Details.
  • Historical NAVs & Dividends
  • Trailing Returns
  • Rolling Returns and much more.

Reports

  • Portfolio Reports (Familywise | Fundwise | Assetwise | Categorywise | Detailed | Foliowise with Principal Amount)
  • Capital Gain Reports with Grandfathered Calculation.
  • SIP Reports
  • Maturity Reports (FMP and Closed Ended Schemes)
  • Eligible for Redemption
  • Ageing Analysis
  • Yearwise In-Out Report
  • Transaction Reports
  • FD and Life & General Insurance Reports

Management Reports ( Hierarchy levels from Zone to Client)

  • AUM (Clientwise | AMCwise | Fundwise | Categorywise | Assetwise)
  • Business (Clientwise | AMCwise | Fundwise | Categorywise | Assetwise)
  • SIP (Active SIP | Expired SIP | Shortly Expiring | Upcoming SIP)
  • Cash Flow
  • MIS Report
  • Portfolio Movement
  • Sebi Due Diligence

Portfolio Dashboard

Mutual Fund Research Module

  • Top Performing Fund
  • MF Scheme Comparision
  • Point to Point Return
  • Fund Snapshot
  • Fund Screener
  • Fund Manager Details
  • Overlapping of Schemes*
  • Common Stock Across Schemes*
  • AMCwise AUM *
  • Fundwise AUM *
  • MF v/s Saving Bank *
  • Factsheet

Mutual Fund Calculators

  • PPF v/s ELSS
  • Top Performing SIP
  • SIP Calculator
  • STP Calculator
  • Lump sum Calculator
  • AMCwise Lump sum Calculator

Brokerage Module

  • This Module will calculate Actual and Accrual brokerage and will generate reports, even it will calculate brokerage for your Associate and it will be viewed by them on their login.

Online Transaction integration with Exchanges.

  • Even Associate and clients can initiate transaction through their login and even on mobile APP.

Auto Email

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iInvest software provides a comprehensive solution for meeting the business needs for a Financial Advisors. iInvest provides you with versatile tools for pre- sales as well as post sales service for your clients. It maintains the clients' portfolio and helps the adviser to maximize the clients' returns by rotating the portfolio in tune with the current performances for the various schemes. It also provides for complete Back office requirements. iInvest provide 256 bit SSL Certificate,Short for Secure Socket Layer, creates an encrypted connection between our server and your client's web browser.If a site is using an SSL certificate, web browsers will usually indicate it with a padlock icon or occasionally a green address bar.

iInvest will provide data which are powered by Morningstar.

  • Factsheet Datas
  • Morningstar Ratings
  • Morningstar Analyst Ratings TM
  • Risk Measures
  • Scheme Returns
  • Category Returns
  • Fund Managers Details.
  • Historical NAVs & Dividends
  • Trailing Returns
  • Rolling Returns and much more.
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iInvest software provides a comprehensive solution for meeting the business needs for a Financial Advisors. iInvest provides you with versatile tools for pre- sales as well as post sales service for your clients. It maintains the clients' portfolio and helps the adviser to maximize the clients' returns by rotating the portfolio in tune with the current performances for the various schemes. It also provides for complete Back office requirements. iInvest provide 256 bit SSL Certificate,Short for Secure Socket Layer, creates an encrypted connection between our server and your client's web browser.If a site is using an SSL certificate, web browsers will usually indicate it with a padlock icon or occasionally a green address bar.

img

iInvest software provides a comprehensive solution for meeting the business needs for a Financial Advisors. iInvest provides you with versatile tools for pre- sales as well as post sales service for your clients. It maintains the clients' portfolio and helps the adviser to maximize the clients' returns by rotating the portfolio in tune with the current performances for the various schemes. It also provides for complete Back office requirements. iInvest provide 256 bit SSL Certificate,Short for Secure Socket Layer, creates an encrypted connection between our server and your client's web browser.If a site is using an SSL certificate, web browsers will usually indicate it with a padlock icon or occasionally a green address bar.

img

iInvest software provides a comprehensive solution for meeting the business needs for a Financial Advisors. iInvest provides you with versatile tools for pre- sales as well as post sales service for your clients. It maintains the clients' portfolio and helps the adviser to maximize the clients' returns by rotating the portfolio in tune with the current performances for the various schemes. It also provides for complete Back office requirements. iInvest provide 256 bit SSL Certificate,Short for Secure Socket Layer, creates an encrypted connection between our server and your client's web browser.If a site is using an SSL certificate, web browsers will usually indicate it with a padlock icon or occasionally a green address bar.

img

iInvest software provides a comprehensive solution for meeting the business needs for a Financial Advisors. iInvest provides you with versatile tools for pre- sales as well as post sales service for your clients. It maintains the clients' portfolio and helps the adviser to maximize the clients' returns by rotating the portfolio in tune with the current performances for the various schemes. It also provides for complete Back office requirements. iInvest provide 256 bit SSL Certificate,Short for Secure Socket Layer, creates an encrypted connection between our server and your client's web browser.If a site is using an SSL certificate, web browsers will usually indicate it with a padlock icon or occasionally a green address bar.

img

iInvest software provides a comprehensive solution for meeting the business needs for a Financial Advisors. iInvest provides you with versatile tools for pre- sales as well as post sales service for your clients. It maintains the clients' portfolio and helps the adviser to maximize the clients' returns by rotating the portfolio in tune with the current performances for the various schemes. It also provides for complete Back office requirements. iInvest provide 256 bit SSL Certificate,Short for Secure Socket Layer, creates an encrypted connection between our server and your client's web browser.If a site is using an SSL certificate, web browsers will usually indicate it with a padlock icon or occasionally a green address bar.

img

iInvest software provides a comprehensive solution for meeting the business needs for a Financial Advisors. iInvest provides you with versatile tools for pre- sales as well as post sales service for your clients. It maintains the clients' portfolio and helps the adviser to maximize the clients' returns by rotating the portfolio in tune with the current performances for the various schemes. It also provides for complete Back office requirements. iInvest provide 256 bit SSL Certificate,Short for Secure Socket Layer, creates an encrypted connection between our server and your client's web browser.If a site is using an SSL certificate, web browsers will usually indicate it with a padlock icon or occasionally a green address bar.

img

iInvest software provides a comprehensive solution for meeting the business needs for a Financial Advisors. iInvest provides you with versatile tools for pre- sales as well as post sales service for your clients. It maintains the clients' portfolio and helps the adviser to maximize the clients' returns by rotating the portfolio in tune with the current performances for the various schemes. It also provides for complete Back office requirements. iInvest provide 256 bit SSL Certificate,Short for Secure Socket Layer, creates an encrypted connection between our server and your client's web browser.If a site is using an SSL certificate, web browsers will usually indicate it with a padlock icon or occasionally a green address bar.