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Client queries that are feature requests are put in this forum so that other InvestWell users can upvote this. The feature requests with the most upvotes get implemented first when developing our product.

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L

Financial Button option required in Transaction statement

Posted by Lakshmigain Securities(P) Ltd, over 2 years ago

CC or BC Client email to subbroker

Posted by Dilip Patel, almost 4 years ago , 2 votes

Z

Suggestions and needs

Posted by ZEN SECURITIES LTD, over 4 years ago , Last Reply by ZEN SECURITIES LTD almost 4 years ago , 1 vote

Minor to Major Alert

Posted by Dilip Patel, almost 4 years ago , 1 vote

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Suggestion for Client Type

Posted by ZEN SECURITIES LTD, about 4 years ago

R

SIP Date in Portfolio Return SIP summary

Posted by RAVI KALARIYA, about 4 years ago

Z

Brokerage Type Mapping

Posted by ZEN SECURITIES LTD, about 4 years ago

R

Include Folio Remarks in summary with xirr

Posted by RBM Investment Services, over 4 years ago

P

Transaction edit - upload transaction

Posted by Prashant Raghuwanshi, over 4 years ago

c

need more details in scheme comparison of sip and lumpsum

Posted by chandresh bhoraniya, over 4 years ago