Feature Request : InvestWell Helpdesk

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Feature Request 42

Client queries that are feature requests are put in this forum so that other InvestWell users can upvote this. The feature requests with the most upvotes get implemented first when developing our product.

Minor to Major Alert

Posted by Dilip Patel, 23 days ago

Suggestion for Client Type

Posted by ZEN SECURITIES LTD, 3 months ago

SIP Date in Portfolio Return SIP summary

Posted by RAVI KALARIYA, 3 months ago

Brokerage Type Mapping

Posted by ZEN SECURITIES LTD, 4 months ago

Suggestions and needs

Posted by ZEN SECURITIES LTD, 6 months ago

Include Folio Remarks in summary with xirr

Posted by RBM Investment Services, 6 months ago

Transaction edit - upload transaction

Posted by Prashant Raghuwanshi, 6 months ago

need more details in scheme comparison of sip and lumpsum

Posted by chandresh bhoraniya, 6 months ago

Rolling Return features require

Posted by Jyotiraja_sodha, 11 months ago

B30 AND T30 BIFURCATION REPORTS

Posted by MANISH, 11 months ago , 1 vote

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