Feature Request : InvestWell Helpdesk

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Feature Request 43

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.

CC or BC Client email to subbroker

Posted by Dilip Patel, 8 months ago , 2 votes

Suggestions and needs

Posted by ZEN SECURITIES LTD, about 1 year ago , Last Reply by ZEN SECURITIES LTD 8 months ago , 1 vote

Minor to Major Alert

Posted by Dilip Patel, 9 months ago , 1 vote

Suggestion for Client Type

Posted by ZEN SECURITIES LTD, 12 months ago

SIP Date in Portfolio Return SIP summary

Posted by RAVI KALARIYA, 12 months ago

Brokerage Type Mapping

Posted by ZEN SECURITIES LTD, about 1 year ago

Include Folio Remarks in summary with xirr

Posted by RBM Investment Services, about 1 year ago

Transaction edit - upload transaction

Posted by Prashant Raghuwanshi, about 1 year ago

need more details in scheme comparison of sip and lumpsum

Posted by chandresh bhoraniya, about 1 year ago

Rolling Return features require

Posted by Jyotiraja_sodha, over 1 year ago

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