Sorted by
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Asset allocation
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Mint Brokerage Module
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Regarding create template to send Capital Gain quarterly
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Client search option in Task Manager
Implemented -
Need the Locked and Unlocked Units in Distributor Portal itself for all clients in one screen
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Feature(Mint software) to Enter Inflation Rate depending on type of Financial Goal(All goals cant have same inflation rate)
Implemented -
Feature Request: Auto-Populate Address Fields & Nominee Address Copy Option
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Information Ratio
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Scheme Compare should have indexing button
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Suggestion- option of Email in action tab of task