How can we help you today?
Enter your search term here...
New support ticket
Check ticket status
Start a new topic
InvestWell Corporate - SQL
need more details in scheme comparison of sip and lumpsum
started a topic
about 1 year ago
please give more flexibility to prepare scheme comparison report.
SIP calculator (Date)
Need Multiple evaluation date
when we have to show the scheme performance of any scheme at the different level of market.
Show Investment amount
Investment amount not shown in summary report, only valuation and % shown. so add investment amount with header
Show report by column wise
show column wise value and % report by different evaluation date wise
Show column wise report in Detail mode
In detail view if select more than one scheme with only 1 evaluation date, show report by column wise, at present it is open one by one. it is used more space.
B) YTM OF DEBT FUND IS NOT SHOWN IN TOP PERFORMANCE AS WELL AS MUTUAL FUND TALLY REPORT
C) IN SWP CALCULATOR PLEASE PUT SENSEX / NIFTY/ CRISIL BALANCE FUND INDEX AS BENCHMARK COLUMN AND REMAINING AMOUNT AFTER WITHDRAWAL OF EVERY MONTH COLUMN
D) Keep name search pattern on easy mode if i go for open report of Mr. Sunil Jain and i type JAIN so show all member list who have JAIN words in their name.
E) PLEASE PUT THE DATA OF ASSET QUALITY IN PERCENTAGE OF DEBT FUND (A%, AA%, AAA% UNRATED%)
Please do the above changes as mentioned above..........
Thanks & Regards
Chandresh M. Bhoraniya
to post a comment
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 43 topics