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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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R

Goals report - imp addition required

Posted by Rakesh M, about 7 years ago , 2 votes

I

Sub broker name in the Client Portfolio

Posted by Investmax Finserve Pvt. Ltd., about 7 years ago , 1 vote

I

Transaction Email & Transaction SMS for Sub Broker

Posted by Investmax Finserve Pvt. Ltd., about 7 years ago

C

Reconciliation on Cost Price Folio Wise

Posted by Chetan Doshi, over 7 years ago

P

Investment Date in Client Portfolio Summery

Posted by PMPK Wealth Advisors Pvt. Ltd., about 8 years ago , Last Reply by Anuj Jain over 7 years ago , 2 votes

V

Capital Gain in quarter-wise breakup

Posted by Vijaye Bawri, over 7 years ago

D

Generate Portfolio absolute returns net of fees paid

Posted by Dilshad Billimoria, over 7 years ago

A

ARN wise Cash flow Report

Posted by Anuj Jain, over 7 years ago

Client report detailed is full fledged

Posted by Suresh P Vithlani, over 7 years ago , 1 vote

D

As on Date on every page required

Posted by Dhanashree Investments, about 8 years ago , Last Reply by Suresh P Vithlani over 7 years ago