We have released some updates for InvestWell Software with some bug fixes and deliver on some suggestions.
|24/11/2017||Bug Fix||Universal||AUM Reco||Freezed folio data was getting deleted in the Folio wise transaction delete option in AUM Reconciliation module. Now Fixed.|
|23/11/2017||Bug Fix||R K Investments||Top Schemes||My Scheme filter has been applied properly now. Closed ended schemes will not appear now until selected.|
|21/11/2017||Bug Fix||Paresh S Kariya||Due Diligence - Exit Load Detail||Method of identifying of Load bearing redemptions is improved now.|
|29/11/2017||Bug Fix||Self||SMS Module||Now SMS body support multi-line message. RM Name is also be shown.|
|28/11/2017||Suggestion||Self||Upload History in Upload Menu||File Type Filter added in Upload History|
|28/11/2017||Suggestion||Totalinsure||Aadhaar Letter in Report Menu||Provide Link Aadhaar Letter to Mutual Fund for Individual, Non-individual|
|28/11/2017||Suggestion||Self||General SMS/Transaction SMS/SIP Mining/Rejection SMS/Client Watch List||Give Tick option to check split message when long greater then 160|
|30/11/2017||Bug Fix||Bodevision||Client Portfolio - 1-C Report||STP summary now Fixed|
|29/11/2017||Suggestion||Vivek Damani||Contract NOTE||InvestWell - Equity Module now provides for Importing of PDF format Contract Notes of these types : Religare, Eureka, Birla, VSE Stock, Iventures, Anugrah |
Please send us any other Contract Note (PDF format) that you would like to import.
To Use :
Shares Menu >> Share File Import >> Online Trading File Import
Select Combo = Contract Note(Select file as per File Type)
|02/12/2017||Suggestion||Chandresh M.||Client Portfolio Report||Remove Div Reinvestment Flag (which come sometimes in the Mailback files) in Growth Scheme in Detailed Portfolio Return Report|
|02/12/2017||Suggestion||Sarsa||Batch mode report||Add filter by Sub Broker|