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Discussions Investwell Mint
Feature Requests 170

Tagging Individual Folios and filter by tags while searching to track easily.
Posted by Anant Investment Distributors, 6 months ago , 1 vote
N
Drilldown in SIP data from dashboard screen -
Posted by Nandyavarta, 6 months ago , 2 votes
S
Fwd: Urgent Request for Feature Implementation in InvestWell Software
Posted by Sumit Radheshyam Murarka, 7 months ago , 1 vote
S
Urgent Requirement: Excel Report Configuration for Better Presentation
Posted by Sumit Radheshyam Murarka, 7 months ago
N
EUIN on transaction page
Posted by Nandyavarta, 7 months ago
D
Goal for family members
Posted by DeepaAdmin, 7 months ago , Last Reply by Suresh P Vithlani 7 months ago , 1 vote
Implemented
Please enable Individual client Level Redemption rights
Posted by Jeyvenkatesh Rajagopal, 7 months ago , Last Reply by Anuj Jain 7 months ago , 1 vote
V
Task Manager default filter of created date need to be removed
Posted by VKDwealth, 7 months ago
W
SIP Details in mobile and portal
Posted by WEALTH VEDA, over 3 years ago , Last Reply by StayAhead Financial Services 7 months ago , 4 votes
N
Pls add 2FA for clients login
Posted by Nandyavarta, 7 months ago , 2 votes