Sorted by
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Pre-scheduled emails to CC & BCC
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Require drop-down option for Tag list
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CALENDER YEAR PERFORMANCE REOPRT
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Allow SIP Date EDIT option in the CART Order section
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Include a column (AMC Name) in SIP Reports
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Capital Gains Realised for Advance Tax - Email Scheduler
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Please add one SIP Date in the section MY SIP TAB feature of SIP Date in the section MY SIP TAB of Mint Browser. It is very difficult to find a proper date for SIP so the SIP date section can make our work smooth.
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Client Returns - Net of Advisory Expenses
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Fd reporting in app feedback received from customer.
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Folio comments should be visible in goal planer