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Investwell Mint
Feature Requests
132
Recent
Popular
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W
In Progress
One-page report for tax harvesting.
Posted by
WELHER INVESTMENT
,
about 2 months ago
,
Last Reply
by Suresh P Vithlani
22 days ago
,
2 votes
V
Please add provision to sent Goal status report and SOA directly to customer email
Posted by
Vijaibabu
,
6 months ago
,
Last Reply
by Anuj Jain
2 months ago
,
2 votes
V
Provide Trend chart of AUM and SIP in Dashboard
Posted by
Vijaibabu
,
8 months ago
,
Last Reply
by Jeyvenkatesh Rajagopal
about 1 month ago
,
1 vote
Allow SIP Date EDIT option in the CART Order section
Posted by
Jeyvenkatesh Rajagopal
,
12 months ago
,
Last Reply
by Brew Wealth
2 months ago
,
1 vote
M
Implemented
Large / Mid / Small Cap Allocation under Asset Allocation of Client Menu
Posted by
Manish Agrawal
,
about 1 month ago
,
Last Reply
by Anuj Jain
about 1 month ago
Required Smart Swtich/Auto Switch for NFO Combo funds.
Posted by
Jeyvenkatesh Rajagopal
,
about 1 month ago
K
Note Facility For Distributor
Posted by
Kanethic Pvt Ltd
,
about 2 months ago
K
In Progress
Need Common Link to Get Risk Profiler
Posted by
Kanethic Pvt Ltd
,
about 2 months ago
,
Last Reply
by Anuj Jain
about 2 months ago
B
Improving Brokerage Tracking in Investwell
Posted by
Brew Wealth
,
2 months ago
,
Last Reply
by Anuj Jain
about 2 months ago