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Discussions Investwell Mint
Feature Requests 164

G
Implemented
GoalPlanner GoalSetup Need Date instead of only year (yyyy)
Posted by GB FINANCIAL SERVICES, about 4 years ago , 2 votes
K
Add Tax Invoice Credit Note Entry Option_Investwell Mint _Billing / Create AMC Bill
Posted by Krishna, about 4 years ago , 1 vote
M
Implemented
Client search option in Task Manager
Posted by Mehul Shah, over 4 years ago , Last Reply by Suresh P Vithlani over 4 years ago , 3 votes
I
Portfolio Auto Rebalancing based on Asset Allocation
Posted by Ifa.darshini, over 4 years ago , 1 vote
suggestion REGADING FURTHER IMPROVEMENT in fact sheet
Posted by BASUDEV MOHANTY, over 4 years ago , 2 votes
F
Need the Locked and Unlocked Units in Distributor Portal itself for all clients in one screen
Posted by FUNDSTORY, over 4 years ago , 3 votes
M
FEEDBACK GENERATOR
Posted by Mehul Shah, over 4 years ago , 1 vote
M
AUM ACROSS THE DATES
Posted by Mehul Shah, over 4 years ago , 1 vote
A
Implemented
Feature(Mint software) to Enter Inflation Rate depending on type of Financial Goal(All goals cant have same inflation rate)
Posted by Adhiraj Vivek Sinaimopkar, almost 5 years ago , Last Reply by Adhiraj Sinai Mopkar over 4 years ago , 3 votes
minor to major and transmission alert for client
Posted by Suresh P Vithlani, over 4 years ago