---
description: Discover the benefits and disadvantages of InvestWell.  Learn the software price, see the description, and read the most helpful reviews for UK business users. 
image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress
title: InvestWell Pricing, Cost & Reviews - Capterra UK 2026
---

Breadcrumb: [Home](/) > [Investment Management Software](/directory/20010/investment-management/software) > [InvestWell](/software/164558/investwell)

# InvestWell

Canonical: https://www.capterra.co.uk/software/164558/investwell

> InvestWell's mutual fund software platform enables distributors, RIAs, and corporates to manage portfolios, reporting and transactions.
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

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## Overview

### Who Uses InvestWell?

Financial advisors, relationship managers, RIAs, mutual fund distributors, wealth managers, and investment professionals in India.

## About the vendor

- **Company**: Excel Net Solutions

## Commercial Context

- **Starting Price**: ₹100.00
- **Pricing model**: Per User
- **Target Audience**: Self Employed, 2–10, 11–50, 51–200
- **Deployment & Platforms**: Cloud, SaaS, Web-based, Windows (Desktop), Android (Mobile), iPhone (Mobile), iPad (Mobile)
- **Available Countries**: India

## Features

- Benchmarking
- Bonds/Stocks
- Client Management
- Investments Tracking
- Performance Metrics

## Support Options

- Chat

## Category

- [Investment Management Software](https://www.capterra.co.uk/directory/20010/investment-management/software)

## Alternatives

1. [Morningstar Direct](https://www.capterra.co.uk/software/1074481/Morningstar-Direct) — 4.1/5 (251 reviews)
2. [Trade Ideas](https://www.capterra.co.uk/software/1030960/trade-ideas) — 4.7/5 (37 reviews)
3. [Human Interest](https://www.capterra.co.uk/software/1013332/human-interest) — 4.0/5 (36 reviews)
4. [WOWS Investment Portal](https://www.capterra.co.uk/software/1051443/wows) — 4.7/5 (97 reviews)
5. [Investera Pro](https://www.capterra.co.uk/software/1018626/investera-pro) — 4.8/5 (6 reviews)

## Links

- [View on Capterra](https://www.capterra.co.uk/software/164558/investwell)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.capterra.com/p/164558/InvestWell/> |
| en-AE | <https://www.capterra.ae/software/164558/investwell> |
| en-AU | <https://www.capterra.com.au/software/164558/investwell> |
| en-CA | <https://www.capterra.ca/software/164558/investwell> |
| en-GB | <https://www.capterra.co.uk/software/164558/investwell> |
| en-IE | <https://www.capterra.ie/software/164558/investwell> |
| en-IL | <https://www.capterra.co.il/software/164558/investwell> |
| en-IN | <https://www.capterra.in/software/164558/investwell> |
| en-NZ | <https://www.capterra.co.nz/software/164558/investwell> |
| en-SG | <https://www.capterra.com.sg/software/164558/investwell> |
| en-ZA | <https://www.capterra.co.za/software/164558/investwell> |

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