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Discussions Investwell Mint
Feature Requests 62

P
Require Double and Triple AAA sorting in top scheme for mint
Posted by Pioneer Wealth Management, 12 months ago , 1 vote
P
Require PDF option for Trailing returns and Rolling returns in mint
Posted by Pioneer Wealth Management, 12 months ago
T
can we show folio comment in bold in valuation report
Posted by Tejas Shah, 12 months ago
P
Require the No. of Installment option for STP
Posted by Pioneer Wealth Management, 12 months ago
P
Require stimulation report for ceased sip
Posted by Pioneer Wealth Management, 12 months ago
P
In Progress
Requir PDF,Excel option for redemption Stimulation
Posted by Pioneer Wealth Management, 12 months ago , 1 vote
P
Require common stock percentage overlapping in clients portfolio
Posted by Pioneer Wealth Management, 12 months ago
M
Tax Package report
Posted by Mehul Shah, 12 months ago , 1 vote
G
Implemented
GoalPlanner GoalSetup Need Date instead of only year (yyyy)
Posted by GB FINANCIAL SERVICES, about 1 year ago , 1 vote
K
Add Tax Invoice Credit Note Entry Option_Investwell Mint _Billing / Create AMC Bill
Posted by Krishna, about 1 year ago , 1 vote