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Discussions Investwell Mint
Feature Requests 158

meeting notes feedback
Posted by Suresh P Vithlani, 5 months ago
mfu can creation
Posted by Suresh P Vithlani, 6 months ago
C
2 main reports if can be made avaiable via auto report it wold be great value for us and clieint
Posted by Contactus, 8 months ago , Last Reply by Anuj Jain 7 months ago , 1 vote
S
BSE Star MF - UCC in Demat Mode in InvestWell Mint
Posted by SHUBHCHINTAK, 8 months ago , 2 votes
BSE XSIP MODIFICATION ACCESS TO USERS
Posted by Suresh P Vithlani, 8 months ago , 1 vote
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step up calculater
Posted by WELHER INVESTMENT, 9 months ago , 1 vote
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In Progress
One-page report for tax harvesting.
Posted by WELHER INVESTMENT, 12 months ago , Last Reply by Suresh P Vithlani 11 months ago , 2 votes
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Implemented
Large / Mid / Small Cap Allocation under Asset Allocation of Client Menu
Posted by Manish Agrawal, 12 months ago , Last Reply by Anuj Jain 11 months ago
V
Provide Trend chart of AUM and SIP in Dashboard
Posted by Vijaibabu, over 1 year ago , Last Reply by Jeyvenkatesh Rajagopal 12 months ago , 2 votes
Required Smart Swtich/Auto Switch for NFO Combo funds.
Posted by Jeyvenkatesh Rajagopal, 12 months ago