Feature Requests (177)

2 main reports if can be made avaiable via auto report it wold be great value for us and clieint

Posted over 1 year ago by Contactus, Last Reply by Anuj Jain over 1 year ago , 1 Vote

BSE Star MF - UCC in Demat Mode in InvestWell Mint

Posted over 1 year ago by SHUBHCHINTAK, 2 Votes

BSE XSIP MODIFICATION ACCESS TO USERS

Posted over 1 year ago by Suresh P Vithlani, 1 Vote

step up calculater

Posted over 1 year ago by WELHER INVESTMENT, 1 Vote

Required Smart Swtich/Auto Switch for NFO Combo funds.

Posted over 1 year ago by Jeyvenkatesh Rajagopal

Large / Mid / Small Cap Allocation under Asset Allocation of Client Menu

Posted over 1 year ago by Manish Agrawal, Last Reply by Anuj Jain over 1 year ago

Note Facility For Distributor

Posted over 1 year ago by Kanethic Pvt Ltd

Need Common Link to Get Risk Profiler

Posted over 1 year ago by Kanethic Pvt Ltd, Last Reply by Anuj Jain 7 months ago , 1 Vote

One-page report for tax harvesting.

Posted over 1 year ago by WELHER INVESTMENT, Last Reply by Suresh P Vithlani over 1 year ago , 2 Votes

Improving Brokerage Tracking in Investwell

Posted almost 2 years ago by Brew Wealth, Last Reply by Anuj Jain almost 2 years ago , 1 Vote