Discussions : InvestWell Helpdesk

Mint Release Note Date 02/09/2023

Posted by Rabab Sabuwala, 8 days ago
Last Reply by Rabab Sabuwala 8 days ago
Mint Release Note Date 19/08/2023

Posted by Rabab Sabuwala, about 1 month ago
Last Reply by Rabab Sabuwala about 1 month ago
Mint Release Note Date 12/08/2023

Posted by Rabab Sabuwala, about 1 month ago
Last Reply by Rabab Sabuwala about 1 month ago
Mint Release Note Date 29/07/2023

Posted by Rabab Sabuwala, about 2 months ago
Last Reply by Vijaibabu about 1 month ago
Mint Release Note Dated as on 15/07/2023

Posted by Rabab Sabuwala, about 2 months ago
Last Reply by Sachin about 2 months ago

Require Meeting Discussion Notes Option

Posted by Pioneer Wealth Management, 4 days ago
Last Reply by Pioneer Wealth Management 4 days ago
Please add a delete option for inactive clients, moved out clients.

Posted by Jeyvenkatesh Rajagopal, about 1 month ago
Last Reply by Suresh P Vithlani 9 days ago
Need multiple selection option for Category Filter in AUM Report Menu

Posted by MONETONIC FINANCIAL SERVICES PRIVATE, 22 days ago
Last Reply by MONETONIC FINANCIAL SERVICES PRIVATE 22 days ago
Provide rejected mandate delete option for NSE

Posted by Jeyvenkatesh Rajagopal, about 1 month ago
Last Reply by Anuj Jain about 1 month ago
Data Management Suggestions

Posted by VIGNESH KAMATH, about 1 month ago
Last Reply by VIGNESH KAMATH about 1 month ago

Version Update 29th April 2020

Posted by Anuj Jain, over 3 years ago
Last Reply by Anuj Jain over 3 years ago
Version Update 18th June 2019

Posted by Anuj Jain, over 4 years ago
Last Reply by Anuj Jain over 4 years ago
Version Update 30 April '19

Posted by Anuj Jain, over 4 years ago
Last Reply by Anuj Jain over 4 years ago
Version Update 27 March '19

Posted by Anuj Jain, over 4 years ago
Last Reply by Anuj Jain over 4 years ago
Version Update 19 Feb '19

Posted by Anuj Jain, over 4 years ago
Last Reply by Anuj Jain over 4 years ago

Financial Button option required in Transaction statement

Posted by Lakshmigain Securities(P) Ltd, almost 3 years ago
Last Reply by Lakshmigain Securities(P) Ltd almost 3 years ago
CC or BC Client email to subbroker

Posted by Dilip Patel, about 4 years ago
Last Reply by Dilip Patel about 4 years ago
Suggestions and needs

Posted by ZEN SECURITIES LTD, over 4 years ago
Last Reply by ZEN SECURITIES LTD about 4 years ago
Minor to Major Alert

Posted by Dilip Patel, over 4 years ago
Last Reply by Dilip Patel over 4 years ago
Suggestion for Client Type

Posted by ZEN SECURITIES LTD, over 4 years ago
Last Reply by ZEN SECURITIES LTD over 4 years ago

SUB-TOTAL IN REALISED GAIN IN EXCEL

Posted by CAPITAL SPROUT, about 2 years ago
Last Reply by CAPITAL SPROUT about 2 years ago
GRAND TOTAL IS NOT SHOWING IN ON SCREEN & PDF VIEW

Posted by CAPITAL SPROUT, over 2 years ago
Last Reply by CAPITAL SPROUT over 2 years ago
File saved in the report name +client name

Posted by Lakshmigain Securities(P) Ltd, almost 3 years ago
Last Reply by Lakshmigain Securities(P) Ltd almost 3 years ago
SIP Mining Report not showing exact data

Posted by SHUBHCHINTAK, about 5 years ago
Last Reply by Kanethic Pvt Ltd over 3 years ago
Amc list not showing in transaction window

Posted by Pioneer Wealth Management, over 5 years ago
Last Reply by Pioneer Wealth Management over 5 years ago

Dashboard Target/Goal Settings

Posted by Jeyvenkatesh Rajagopal, about 1 year ago
Last Reply by Jeyvenkatesh Rajagopal about 1 year ago
SIP Details in mobile and portal

Posted by WEALTH VEDA, almost 2 years ago
Last Reply by WEALTH VEDA almost 2 years ago
Closed-Ended Funds should have seperate Category

Posted by Imperial Investment Consultancy Services Pvt. Ltd, over 5 years ago
Last Reply by Imperial Investment Consultancy Services Pvt. Ltd over 5 years ago

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