Feature Requests (175)

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 almost 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 almost 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

minor to major and transmission alert for client

Posted about 5 years ago by Suresh P Vithlani

clinet master enhancement

Posted about 5 years ago by Suresh P Vithlani