How can we help you today?

Start a new topic
Discussions Investwell Mint
Feature Requests 165

B
Improving Brokerage Tracking in Investwell
Posted by Brew Wealth, about 1 year ago , Last Reply by Anuj Jain about 1 year ago , 1 vote
Allow SIP Date EDIT option in the CART Order section
Posted by Jeyvenkatesh Rajagopal, about 2 years ago , Last Reply by Brew Wealth about 1 year ago , 1 vote
V
Please add provision to sent Goal status report and SOA directly to customer email
Posted by Vijaibabu, over 1 year ago , Last Reply by Anuj Jain about 1 year ago , 2 votes
M
App login via otp
Posted by Moneybud, over 1 year ago , 1 vote
N
Apply report format to all customers
Posted by Nandyavarta, over 1 year ago , Last Reply by Anuj Jain over 1 year ago
B
Asset allocation for each goal
Posted by BLUE LAKE FINSERVE, over 1 year ago , 1 vote
p
Planned
Require Meeting Discussion Notes Option
Posted by prospertive, over 1 year ago , 4 votes
Please add a delete option for inactive clients, moved out clients.
Posted by Jeyvenkatesh Rajagopal, over 1 year ago , Last Reply by Suresh P Vithlani over 1 year ago
M
Need multiple selection option for Category Filter in AUM Report Menu
Posted by MONETONIC FINANCIAL SERVICES PRIVATE, over 1 year ago
Not Taken
Provide rejected mandate delete option for NSE
Posted by Jeyvenkatesh Rajagopal, over 1 year ago , Last Reply by Anuj Jain over 1 year ago , 1 vote