We have introduced a “Remember Me” checkbox on the login page of the Investwell portal.
During the time of login, if the user ticks the checkbox of “Remember Me” the system will not expire their login till the time they themselves do not log out of the portal
Reset Password Email for Sub-users:
When a sub-user is created on the system, the system triggers an invitation email to them.
Earlier the mail template of Forgot password and Sub-user invitation was the same.
Now, we have updated a new template for the invitations of sub-users in order to have proper customization.
Robo Responder:
We have added capital gain realized reports for the previous and current FY on our robo-responder
This will help the clients to get the reports at ease.
Robo Responder is a paid service that can be added to your investwell.
Capital Gain Realized:
When we used to generate the capital gain realized report in PDF detail format, it showed the share and bonds data in Summary format.
Now Shares and Bonds data will also be given in transaction date-wise detailed format.
Below are the steps to generate the capital gain report
Login to Investwell >> go to client dashboard >> reports >> capital gain realized.
Addition of Share Brokers for Contract Note:
We have updated 3 Share Brokers on the system to upload share data via contract note.
Jainam Stock Broking
Indra Securities
Axis Direct
Below are the steps to be taken to upload the contract note:
Login to Investwell >> Data Management >> Create Transaction >> Share and Bonds >> upload contract note
Authorize Now Option for All Holders:
We have enhanced the authorization feature to be provided for all UCC Holders in case of Joint Holders and Anyone or Survivor UCC.
Below are the steps to be followed to authorize the transaction from the system:
Login to Investwell >> Invest online BSE >> My order >> System order >> action >> authorize Now
CAS summary File Import:
We have the option to upload the CAS summary file of your prospects on the system and show the model comparison and portfolio analysis to them.
The format of CAS Summary report was recently changed by CAMS wherein they started giving the ISIN Number instead of the CAMS code for their schemes.
This change has been now incorporated into the system and the upload of the Summary file is done successfully.
Below are the steps to upload the CAS summary file on the system:
Login to Investwell >> Utilities >> Model portfolio >> Prospect >> New Client Portfolio.
Bulk Mail One-time Campaign Option:
While setting up a campaign we had to remove the one-time option for certain templates so that the users could use the recurring option for a continuous cycle of mail.
This option has now been enable once again on the request of our users.
Below are the steps to be used to schedule the campaign:
Login to Investwell >> Email Scheduler >> Create campaign.
Risk Meter in the Fact Sheet:
We have enhanced our fact sheets to include risk meter for the schemes under the top scheme section
This will help the user in arriving at a proper decision with regards to the investment for their clients
Below are the steps to view the fact sheet from the system:
Login to Investwell >> Utilities >> Top Schemes >> Click on the scheme name
Below Bugs were resolved during the week:
BSE New Purchase:
While initiating a fresh purchase from BSE, the folio number sent from the backend was wrong due to which the transactions failed.
This issue has been resolved now and the transactions are initiating successfully.
Below are the steps to be followed to initiate the transactions.
Login to Investwell >> go to client dashboard >> invest online BSE >> new investment >> search scheme and click on transact.
Portfolio Performance Period Wise Excel Report:
The following changes have been made to the Portfolio Performance Period Wise Excel Report:
Net Investment calculation was taking the opening balance into consideration The formula for the same has been rectified to get the correct figures
The total for new investment and opening balance total has been removed
Period-wise cumulative XIRR was not been calculated correctly. The formula for the same has been fixed.
The period-wise debt-equity ratio was always shown as 0:0. This has been fixed now.
Below are the steps to be taken in-order to generate the report:
Login to Investwell >> go to client dashboard >> report >> portfolio performance report
Set Service RM option:
The set service RM or unassign Service RM option was missing from the client list.
The option has now been added for the users to setup the service RMs for their respective clients.
Below are the steps to set the service RM:
Login to Investwell >> clients >> select client >> action >> set service RM and Unassign Service RM
Portfolio Rebalancing Report:
Earlier In the Portfolio Rebalancing report, if all the schemes were redeemed, the Pie Chart displayed the current figures instead of showing 0.
This issue has been resolved and now the pie chart will not be available if all schemes are redeemed.
Below steps are to be followed to generate the portfolio rebalancing report:
Login to Investwell >> go to the client dashboard >> reports >> portfolio rebalancing
Minor to Major report in Excel:
While extracting the Minor to Major report in Excel the the date of birth column was showing blank.
This issue has been fixed now and the dates are showing correctly on the system.
Below are the steps to be followed to generate the minor to major report
Login to Investwell >> Business Analytics >> Alert report >> Minor to Major
BSE Mandate Sync:
While Syncing the mandate status from BSE, the remark column was not getting updated.
This issue has been fixed and the remark column id updating the details correctly.
Below are the steps to view the mandate list:
Login to Investwell >> invest online BSE >> Mandate List
Capital Gain Realized:
We have now made the tick of portfolio valuation default in the capital gain report. The same can be unticked if required by the user.
Below are the steps to be taken to generate the capital gain report:
Login to Investwell >> go to client dashboard >> reports >> capital gain realized.
Wrong Folio No. Sent while initiating BSE transactions:
While initiating transactions from the portfolio valuation and Portfolio Summary report, the folio number was getting wrongly captured.
This issue has now been resolved and the feature is working smoothly.
Login to Investwell >> go to client dashboard >> Report >> Portfolio Valuation report >> On screen >> Apply
Goal Summary not visible on Dashboard:
If a goal is created for a client and the client logs into the system, the goal summary was not getting displayed on the dashboard.
This issue has been resolved now and the details are now visible.
Below are the steps to be taken to do the goal planning for a client:
Login to Investwell >> go to client dashboard >> Goal Planner >> enter details
UCCID Error while generating UCC:
There was an error on the system while generating UCC wherein the UCCID was missed by the system.
This issue has now been resolved and the process is working smoothly.
Below are the steps to generate UCC from the system:
Login to Investwell >> Invest online BSE >> Profile List >> Create UCC.
Rabab Sabuwala
Below Features were released during the week:
Remember Me on the Login Page:
We have introduced a “Remember Me” checkbox on the login page of the Investwell portal.
During the time of login, if the user ticks the checkbox of “Remember Me” the system will not expire their login till the time they themselves do not log out of the portal
Reset Password Email for Sub-users:
When a sub-user is created on the system, the system triggers an invitation email to them.
Earlier the mail template of Forgot password and Sub-user invitation was the same.
Now, we have updated a new template for the invitations of sub-users in order to have proper customization.
Robo Responder:
We have added capital gain realized reports for the previous and current FY on our robo-responder
This will help the clients to get the reports at ease.
Robo Responder is a paid service that can be added to your investwell.
Capital Gain Realized:
When we used to generate the capital gain realized report in PDF detail format, it showed the share and bonds data in Summary format.
Now Shares and Bonds data will also be given in transaction date-wise detailed format.
Below are the steps to generate the capital gain report
Login to Investwell >> go to client dashboard >> reports >> capital gain realized.
Addition of Share Brokers for Contract Note:
We have updated 3 Share Brokers on the system to upload share data via contract note.
Jainam Stock Broking
Indra Securities
Axis Direct
Below are the steps to be taken to upload the contract note:
Login to Investwell >> Data Management >> Create Transaction >> Share and Bonds >> upload contract note
Authorize Now Option for All Holders:
We have enhanced the authorization feature to be provided for all UCC Holders in case of Joint Holders and Anyone or Survivor UCC.
Below are the steps to be followed to authorize the transaction from the system:
Login to Investwell >> Invest online BSE >> My order >> System order >> action >> authorize Now
CAS summary File Import:
We have the option to upload the CAS summary file of your prospects on the system and show the model comparison and portfolio analysis to them.
The format of CAS Summary report was recently changed by CAMS wherein they started giving the ISIN Number instead of the CAMS code for their schemes.
This change has been now incorporated into the system and the upload of the Summary file is done successfully.
Below are the steps to upload the CAS summary file on the system:
Login to Investwell >> Utilities >> Model portfolio >> Prospect >> New Client Portfolio.
Bulk Mail One-time Campaign Option:
While setting up a campaign we had to remove the one-time option for certain templates so that the users could use the recurring option for a continuous cycle of mail.
This option has now been enable once again on the request of our users.
Below are the steps to be used to schedule the campaign:
Login to Investwell >> Email Scheduler >> Create campaign.
Risk Meter in the Fact Sheet:
We have enhanced our fact sheets to include risk meter for the schemes under the top scheme section
This will help the user in arriving at a proper decision with regards to the investment for their clients
Below are the steps to view the fact sheet from the system:
Login to Investwell >> Utilities >> Top Schemes >> Click on the scheme name
Below Bugs were resolved during the week:
BSE New Purchase:
While initiating a fresh purchase from BSE, the folio number sent from the backend was wrong due to which the transactions failed.
This issue has been resolved now and the transactions are initiating successfully.
Below are the steps to be followed to initiate the transactions.
Login to Investwell >> go to client dashboard >> invest online BSE >> new investment >> search scheme and click on transact.
Portfolio Performance Period Wise Excel Report:
The following changes have been made to the Portfolio Performance Period Wise Excel Report:
Net Investment calculation was taking the opening balance into consideration The formula for the same has been rectified to get the correct figures
The total for new investment and opening balance total has been removed
Period-wise cumulative XIRR was not been calculated correctly. The formula for the same has been fixed.
The period-wise debt-equity ratio was always shown as 0:0. This has been fixed now.
Below are the steps to be taken in-order to generate the report:
Login to Investwell >> go to client dashboard >> report >> portfolio performance report
Set Service RM option:
The set service RM or unassign Service RM option was missing from the client list.
The option has now been added for the users to setup the service RMs for their respective clients.
Below are the steps to set the service RM:
Login to Investwell >> clients >> select client >> action >> set service RM and Unassign Service RM
Portfolio Rebalancing Report:
Earlier In the Portfolio Rebalancing report, if all the schemes were redeemed, the Pie Chart displayed the current figures instead of showing 0.
This issue has been resolved and now the pie chart will not be available if all schemes are redeemed.
Below steps are to be followed to generate the portfolio rebalancing report:
Login to Investwell >> go to the client dashboard >> reports >> portfolio rebalancing
Minor to Major report in Excel:
While extracting the Minor to Major report in Excel the the date of birth column was showing blank.
This issue has been fixed now and the dates are showing correctly on the system.
Below are the steps to be followed to generate the minor to major report
Login to Investwell >> Business Analytics >> Alert report >> Minor to Major
BSE Mandate Sync:
While Syncing the mandate status from BSE, the remark column was not getting updated.
This issue has been fixed and the remark column id updating the details correctly.
Below are the steps to view the mandate list:
Login to Investwell >> invest online BSE >> Mandate List
Capital Gain Realized:
We have now made the tick of portfolio valuation default in the capital gain report. The same can be unticked if required by the user.
Below are the steps to be taken to generate the capital gain report:
Login to Investwell >> go to client dashboard >> reports >> capital gain realized.
Wrong Folio No. Sent while initiating BSE transactions:
While initiating transactions from the portfolio valuation and Portfolio Summary report, the folio number was getting wrongly captured.
This issue has now been resolved and the feature is working smoothly.
Login to Investwell >> go to client dashboard >> Report >> Portfolio Valuation report >> On screen >> Apply
Goal Summary not visible on Dashboard:
If a goal is created for a client and the client logs into the system, the goal summary was not getting displayed on the dashboard.
This issue has been resolved now and the details are now visible.
Below are the steps to be taken to do the goal planning for a client:
Login to Investwell >> go to client dashboard >> Goal Planner >> enter details
UCCID Error while generating UCC:
There was an error on the system while generating UCC wherein the UCCID was missed by the system.
This issue has now been resolved and the process is working smoothly.
Below are the steps to generate UCC from the system:
Login to Investwell >> Invest online BSE >> Profile List >> Create UCC.
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