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Discussions Investwell Mint
Feature Requests 132

N
Apply report format to all customers
Posted by Nandyavarta, 6 months ago , Last Reply by Anuj Jain 6 months ago
B
Asset allocation for each goal
Posted by BLUE LAKE FINSERVE, 7 months ago , 1 vote
p
Planned
Require Meeting Discussion Notes Option
Posted by prospertive, 7 months ago , 2 votes
Please add a delete option for inactive clients, moved out clients.
Posted by Jeyvenkatesh Rajagopal, 8 months ago , Last Reply by Suresh P Vithlani 7 months ago
M
Need multiple selection option for Category Filter in AUM Report Menu
Posted by MONETONIC FINANCIAL SERVICES PRIVATE, 8 months ago
Not Taken
Provide rejected mandate delete option for NSE
Posted by Jeyvenkatesh Rajagopal, 8 months ago , Last Reply by Anuj Jain 8 months ago
V
Data Management Suggestions
Posted by VIGNESH KAMATH, 8 months ago , 2 votes
V
Client Target Asset allocation setup in setting
Posted by Vijaibabu, 9 months ago , Last Reply by Vijaibabu 9 months ago
Scheme comparision option - Expense retio is missing.
Posted by Sanjay Malgonde, 9 months ago
Y
Scheme Compare should have indexing button
Posted by Yogesh Bhave, 9 months ago , 2 votes