How can we help you today?
Enter your search term here...
New support ticket
Check ticket status
Start a new topic
AUM ACROSS THE DATES
started a topic
4 months ago
Hi , Please provide AUM ACROSS DATES option , this is already available in Investwell offline software.
1 person likes this idea
to post a comment
More topics in
Task Manager - Recurring tasks
Suggestion: Family Head field selection in Client Edit
Suggestion- option of Email in action tab of task
Feature(Mint software) to Enter Inflation Rate depending on type of Financial Goal(All goals cant have same inflation rate)
Pop Up Generator
Client search option in Task Manager
Value addition in Capital Gain reports
Suggestion for a change during login
suggestion for a update while posting STP transaction
Health Insurance Renewal Email edit
See all 40 topics