Feature Requests (178)

Feature Request: Auto-Populate Address Fields & Nominee Address Copy Option

Posted 5 months ago by Jeyvenkatesh Rajagopal, 3 Votes

Risk Profile Category has to be printed on pdf generated

Posted 7 months ago by HiFinancez, 1 Vote

Regenerate or Reuse Previous Cart Orders and Standard Cart Templates with Predefined Schemes

Posted 7 months ago by Jeyvenkatesh Rajagopal, Last Reply by GOAL FINANCIALS 6 months ago , 2 Votes

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

Posted 7 months ago by Jeyvenkatesh Rajagopal, Last Reply by Suresh P Vithlani 7 months ago , 1 Vote

Alert Notification should allow to select investors manually

Posted 9 months ago by Anant Investment Distributors, Last Reply by Anant Investment Distributors 9 months ago , 1 Vote

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

Posted 9 months ago by Anant Investment Distributors, 1 Vote

Drilldown in SIP data from dashboard screen -

Posted 9 months ago by Nandyavarta, 2 Votes

Fwd: Urgent Request for Feature Implementation in InvestWell Software

Posted 10 months ago by Sumit Radheshyam Murarka, 1 Vote

Urgent Requirement: Excel Report Configuration for Better Presentation

Posted 10 months ago by Sumit Radheshyam Murarka

EUIN on transaction page

Posted 10 months ago by Nandyavarta