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Discussions Investwell Mint
Feature Requests 152

W
In Progress
One-page report for tax harvesting.
Posted by WELHER INVESTMENT, 10 months ago , Last Reply by Suresh P Vithlani 9 months ago , 2 votes
M
Implemented
Large / Mid / Small Cap Allocation under Asset Allocation of Client Menu
Posted by Manish Agrawal, 10 months ago , Last Reply by Anuj Jain 10 months ago
V
Provide Trend chart of AUM and SIP in Dashboard
Posted by Vijaibabu, over 1 year ago , Last Reply by Jeyvenkatesh Rajagopal 10 months ago , 2 votes
Required Smart Swtich/Auto Switch for NFO Combo funds.
Posted by Jeyvenkatesh Rajagopal, 10 months ago
K
Note Facility For Distributor
Posted by Kanethic Pvt Ltd, 10 months ago
K
In Progress
Need Common Link to Get Risk Profiler
Posted by Kanethic Pvt Ltd, 10 months ago , Last Reply by Anuj Jain 10 months ago , 1 vote
B
Improving Brokerage Tracking in Investwell
Posted by Brew Wealth, 11 months ago , Last Reply by Anuj Jain 11 months ago , 1 vote
Allow SIP Date EDIT option in the CART Order section
Posted by Jeyvenkatesh Rajagopal, over 1 year ago , Last Reply by Brew Wealth 11 months ago , 1 vote
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Please add provision to sent Goal status report and SOA directly to customer email
Posted by Vijaibabu, about 1 year ago , Last Reply by Anuj Jain 11 months ago , 2 votes
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App login via otp
Posted by Moneybud, about 1 year ago , 1 vote