Feature Requests (174)

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 5 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 over 1 year ago by Brew Wealth, Last Reply by Anuj Jain over 1 year ago , 1 Vote

App login via otp

Posted almost 2 years ago by Moneybud, 1 Vote

Apply report format to all customers

Posted almost 2 years ago by Nandyavarta, Last Reply by Anuj Jain almost 2 years ago

Please add provision to sent Goal status report and SOA directly to customer email

Posted almost 2 years ago by Vijaibabu, Last Reply by Anuj Jain over 1 year ago , 2 Votes