Feature Requests (203)

Client onboarding

Posted 9 days ago by investG

Benchmark in Portfolio Valuation Report

Posted 18 days ago by Kalki Financial

Proposal for AIF Statement and Direct Bond Cash Flow Integration

Posted 18 days ago by Kalki Financial, Last Reply by Anuj Jain 6 days ago

Feature Request – Ageing Report for Better Portfolio Performance Analysis

Posted about 2 months ago by Om Investment, Last Reply by Anuj Jain about 1 month ago

Enhancement Request: Mutual Fund Exit Load Details

Posted about 2 months ago by WELHER INVESTMENT, 1 Vote

New metrics options Require

Posted 2 months ago by Path2Growth Financial Services, 1 Vote

Display Contact Number on Statement of Account Page

Posted 2 months ago by Chaitanya Gurram, Last Reply by Anuj Jain 2 months ago

AI Assistant Feature Suggestion for Smart Software Navigation, Reporting & Usage Analytics

Posted 3 months ago by KAILASH KUMAR CHHIPA, 7 Votes

Not able to see transaction ARN in mobile application

Posted 4 months ago by Growth Compass Finserve, Last Reply by Anuj Jain 3 months ago

Equity Market Cap Allocation in Asset Allocation Report

Posted 4 months ago by SHUBHCHINTAK, Last Reply by Anuj Jain 3 months ago