Feature Requests (183)

Tagging Individual Folios and filter by tags while searching to track easily.

Posted 10 months ago by Anant Investment Distributors, 1 Vote

Alert Notification should allow to select investors manually

Posted 10 months ago by Anant Investment Distributors, Last Reply by Anant Investment Distributors 10 months ago , 1 Vote

Missing KYC Analytics

Posted over 4 years ago by WEALTH VEDA, Last Reply by vikas gupta 8 months ago , 1 Vote

Requesting Goal SIP for the AMC Schemes which are available in NSE PLAtform

Posted 8 months ago by Jeyvenkatesh Rajagopal, Last Reply by Suresh P Vithlani 8 months ago , 1 Vote

Need Common Link to Get Risk Profiler

Posted almost 2 years ago by Kanethic Pvt Ltd, Last Reply by Anuj Jain 8 months ago , 1 Vote

Risk Profile Category has to be printed on pdf generated

Posted 8 months ago by HiFinancez, 1 Vote

Task Manager - provide Upload option

Posted 4 months ago by Sailesh.mulleti, Last Reply by Suresh P Vithlani 3 months ago , 1 Vote

Investment Suitability Profiler

Posted 3 months ago by SHUBHCHINTAK, Last Reply by Growth Compass Finserve 3 months ago , 1 Vote

Model Portfolio Analysis Report

Posted 7 days ago by CHHAJER INVESTMENT, 1 Vote

Print forms- query by folio

Posted about 5 years ago by Support-ARN145833