Improving Brokerage Tracking in Investwell : InvestWell Helpdesk

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started a topic 3 months ago

Please add a tab where we can figure out how much of the AUM is not generating brokerage due to Broker code change / AUM transfer?

1 Comment

said 3 months ago

Dear Sir/Ma'am,

This can be found from Portfolio Screener menu >> Choose Change of broker as Show Only.

Choose between report type Client wise or Folio wise to see the data accordingly.

Regards

Anuj Jain