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Discussions Investwell Mint
Feature Requests 60

T
can we show folio comment in bold in valuation report
Posted by Tejas Shah, 9 months ago
P
Require the No. of Installment option for STP
Posted by Pioneer Wealth Management, 9 months ago
P
Require stimulation report for ceased sip
Posted by Pioneer Wealth Management, 9 months ago
P
In Progress
Requir PDF,Excel option for redemption Stimulation
Posted by Pioneer Wealth Management, 9 months ago , 1 vote
P
Require common stock percentage overlapping in clients portfolio
Posted by Pioneer Wealth Management, 9 months ago
M
Tax Package report
Posted by Mehul Shah, 10 months ago , 1 vote
G
Implemented
GoalPlanner GoalSetup Need Date instead of only year (yyyy)
Posted by GB FINANCIAL SERVICES, 10 months ago , 1 vote
K
Add Tax Invoice Credit Note Entry Option_Investwell Mint _Billing / Create AMC Bill
Posted by Krishna, 10 months ago
M
Implemented
Client search option in Task Manager
Posted by Mehul Shah, about 1 year ago , Last Reply by Suresh P Vithlani 11 months ago , 2 votes
I
Portfolio Auto Rebalancing based on Asset Allocation
Posted by Ifa.darshini, 11 months ago