Feature Requests (194)

Equity Market Cap Allocation in Asset Allocation Report

Posted 19 days ago by SHUBHCHINTAK, Last Reply by Anuj Jain 2 days ago

Request to Introduce One-Click Invoice Generation for AMCs

Posted 28 days ago by Jeyvenkatesh Rajagopal

EUIN Selection option for SIF orders

Posted 2 months ago by Growth Compass Finserve, 1 Vote

Removing/renaming role labels in escalation matrix

Posted 3 months ago by Nandyavarta, Last Reply by Anuj Jain 3 months ago

Introducing Scheme Investment Baskets in BSE

Posted 4 months ago by UNIQUE SECURITIES, Last Reply by Anuj Jain 3 months ago

Request for Pabbly and MSG91 Integration

Posted 4 months ago by ZOHAR WEALTH PRIVATE LIMITED, Last Reply by Jeyvenkatesh Rajagopal about 2 months ago , 1 Vote

Feature Request for Tagging

Posted 4 months ago by Anant Investment Distributors

Role assignment for Service RM

Posted 4 months ago by Nandyavarta

EXISTING FOLIO

Posted 4 months ago by SAMRAT CAPITAL PVT LTD

Request for Direct Access to Iwell Code 2 in CRM System

Posted 5 months ago by Alpesh