How can we help you today?
Enter your search term here...
New support ticket
Check ticket status
Start a new topic
InvestWell Corporate - SQL
Help with reports
started a topic
7 months ago
for a given portfolio, can we get these details extracted to excel so we can present analysis to clients on portfolio details...
ideally this can be in excel
2. Modified Duration
3. Expense Regular
4. Expense Direct
5. Net YTM Regular
6. Rating Mix as provided by value research as shown in attachment
7. Historical performance data
Comments to this discussion are now closed!
More topics in
As on Date on every page required
Addition of second holder space in printwell
Node Installation Guide
Investment Date in Client Portfolio Summery
Client summary report
Include SIP and AUM columns for list of folios with goals
Auto Thankyou & Welcome mail post registration to the prospective client
Client report detailed is full fledged
ARN wise Cash flow Report
Generate Portfolio absolute returns net of fees paid
See all 34 topics