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Discussions Investwell Mint
Feature Requests 22

M
Implemented
Client search option in Task Manager
Posted by Mehul Shah, 2 months ago , Last Reply by Ifa.darshini 6 days ago , 2 votes
I
Portfolio Auto Rebalancing based on Asset Allocation
Posted by Ifa.darshini, 6 days ago
suggestion REGADING FURTHER IMPROVEMENT in fact sheet
Posted by BASUDEV MOHANTY, about 1 month ago , 2 votes
F
Need the Locked and Unlocked Units in Distributor Portal itself for all clients in one screen
Posted by FUNDSTORY, about 1 month ago , 1 vote
M
FEEDBACK GENERATOR
Posted by Mehul Shah, about 1 month ago
M
AUM ACROSS THE DATES
Posted by Mehul Shah, about 1 month ago
A
Implemented
Feature(Mint software) to Enter Inflation Rate depending on type of Financial Goal(All goals cant have same inflation rate)
Posted by Adhiraj Vivek Sinaimopkar, 5 months ago , Last Reply by Adhiraj Sinai Mopkar about 1 month ago , 1 vote
minor to major and transmission alert for client
Posted by Suresh P Vithlani, about 1 month ago
clinet master enhancement
Posted by Suresh P Vithlani, about 1 month ago
utilities-> forms
Posted by Suresh P Vithlani, about 1 month ago