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Discussions Investwell Mint
Feature Requests 167

Fd reporting in app feedback received from customer.
Posted by Suresh P Vithlani, 8 months ago
meeting notes feedback
Posted by Suresh P Vithlani, 9 months ago
mfu can creation
Posted by Suresh P Vithlani, 9 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, 11 months ago , Last Reply by Anuj Jain 11 months ago , 1 vote
S
BSE Star MF - UCC in Demat Mode in InvestWell Mint
Posted by SHUBHCHINTAK, 11 months ago , 2 votes
BSE XSIP MODIFICATION ACCESS TO USERS
Posted by Suresh P Vithlani, 12 months ago , 1 vote
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step up calculater
Posted by WELHER INVESTMENT, about 1 year ago , 1 vote
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In Progress
One-page report for tax harvesting.
Posted by WELHER INVESTMENT, about 1 year ago , Last Reply by Suresh P Vithlani about 1 year ago , 2 votes
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Implemented
Large / Mid / Small Cap Allocation under Asset Allocation of Client Menu
Posted by Manish Agrawal, about 1 year ago , Last Reply by Anuj Jain about 1 year ago
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Provide Trend chart of AUM and SIP in Dashboard
Posted by Vijaibabu, almost 2 years ago , Last Reply by Jeyvenkatesh Rajagopal about 1 year ago , 2 votes