InvestWell Software VS PackageX Receive

InvestWell Financial Planning Software for IFAs & RIAs is one of most reliable cost effective tool. This Mutual Fund Software works for both Investors and Distributors.

Mutual Fund Software is used by Mutual Fund Distributors to provide value added services to their investors. A good software must have strong Portfolio tracking capabilities, robust CRM and reliable data accuracy.

InvestWell has been at the forefront of the Mutual Fund industry in providing solutions to Mutual Fund Distributors since the last 18+ years. They have Cloud as well On-Premise solution for Portfolio Management of all assets for your Investors.

Our package management software uses machine vision and AI to automate your mailroom and front desk operations. PackageX Receive is easy to use, highly scalable, and works across industries, including:

1. 🎓 Higher Education,
2. 🏡 Real Estate, and
3. 👨‍💻 Virtual Offices,
4. 🏢 Co-working Spaces, and
5. 🛎️ Hotels & Restaurants

How it works?

Simply snap a photo of any package or delivery label (even handwritten! ✍️), and our package management software will: 🌟 Automatically extract all relevant information, 🌟 Match deliveries to the correct recipients, 🌟 Manage notifications, 🌟 Send alerts and reminders to all recipients, 🌟 Collect proof of pickups, and 🌟 Keep track of every item that enters and leaves your mailroom

Why PackageX Receive?

👉 Trusted by smart teams at WeWork, DelVal, and more in 210+ cities worldwide 👉 100% powered by the cloud. No specialized hardware needed! 👉 Scan packages and notify recipients with the click of a single button 👉 Painless inbound and outbound package tracking 👉 Quick and powerful search: search by carrier, retailer, sender, sender address, or recipient 👉 Users can assign a designated pickup person to collect all of their business's packages 👉 Real-time data and insightful analytics for smarter mailroom operation management 👉 Custom branding features to personalize email communication 👉 Access to our "Virtual Mailroom" features. Convenient call to action buttons within your notification emails.