Feature Requests (177)

Requir PDF,Excel option for redemption Stimulation

Posted almost 5 years ago by prospertive, 2 Votes

Require common stock percentage overlapping in clients portfolio

Posted almost 5 years ago by prospertive

Tax Package report

Posted almost 5 years ago by Mehul Shah, 2 Votes

GoalPlanner GoalSetup Need Date instead of only year (yyyy)

Posted almost 5 years ago by GB FINANCIAL SERVICES, 2 Votes

Add Tax Invoice Credit Note Entry Option_Investwell Mint _Billing / Create AMC Bill

Posted almost 5 years ago by Krishna, 1 Vote

Portfolio Auto Rebalancing based on Asset Allocation

Posted almost 5 years ago by Ifa.darshini, 1 Vote

suggestion REGADING FURTHER IMPROVEMENT in fact sheet

Posted about 5 years ago by BASUDEV MOHANTY, 2 Votes

Need the Locked and Unlocked Units in Distributor Portal itself for all clients in one screen

Posted about 5 years ago by FUNDSTORY, 3 Votes

FEEDBACK GENERATOR

Posted about 5 years ago by Mehul Shah, 1 Vote

AUM ACROSS THE DATES

Posted about 5 years ago by Mehul Shah, 1 Vote