Feature Requests (174)

Alert Notification should allow to select investors manually

Posted 7 months ago by Anant Investment Distributors, Last Reply by Anant Investment Distributors 7 months ago , 1 Vote

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

Posted 8 months ago by Anant Investment Distributors, 1 Vote

Drilldown in SIP data from dashboard screen -

Posted 8 months ago by Nandyavarta, 2 Votes

Fwd: Urgent Request for Feature Implementation in InvestWell Software

Posted 8 months ago by Sumit Radheshyam Murarka, 1 Vote

Urgent Requirement: Excel Report Configuration for Better Presentation

Posted 8 months ago by Sumit Radheshyam Murarka

EUIN on transaction page

Posted 8 months ago by Nandyavarta

Task Manager default filter of created date need to be removed

Posted 8 months ago by VKDwealth

Goal for family members

Posted 8 months ago by DeepaAdmin, Last Reply by Suresh P Vithlani 8 months ago , 1 Vote

Please enable Individual client Level Redemption rights

Posted 9 months ago by Jeyvenkatesh Rajagopal, Last Reply by Anuj Jain 8 months ago , 1 Vote

Pls add 2FA for clients login

Posted 9 months ago by Nandyavarta, 2 Votes