Sorted by
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New fund offer bifurcation and categorisation
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Suggetion to client while redemption
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Additional data points in "Scheme Compare Utility"
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Add % allocation for various asset classes in Asset allocation screen
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Step up Option in Goal Planner
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More Options in Brokerage Module
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Option to select multiple ARN
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Comprehensive Suggestions for Enhancing Insurance Features in InvestWell
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Please enable Individual client Level Redemption rights
Implemented -
Goal for family members