Feature Requests (174)

Asset allocation for each goal

Posted almost 2 years ago by BLUE LAKE FINSERVE, 1 Vote

Require Meeting Discussion Notes Option

Posted almost 2 years ago by prospertive, 4 Votes

Need multiple selection option for Category Filter in AUM Report Menu

Posted about 2 years ago by MONETONIC FINANCIAL SERVICES PRIVATE

Provide rejected mandate delete option for NSE

Posted about 2 years ago by Jeyvenkatesh Rajagopal, Last Reply by Anuj Jain about 2 years ago , 1 Vote

Please add a delete option for inactive clients, moved out clients.

Posted about 2 years ago by Jeyvenkatesh Rajagopal, Last Reply by Suresh P Vithlani about 2 years ago

Data Management Suggestions

Posted about 2 years ago by VIGNESH KAMATH, 2 Votes

Scheme comparision option - Expense retio is missing.

Posted about 2 years ago by Sanjay Malgonde

Scheme Compare should have indexing button

Posted about 2 years ago by Yogesh Bhave, 2 Votes

Equity Large mid small % required also

Posted about 2 years ago by Sagar Kirankumar Panchal, 2 Votes

Client Target Asset allocation setup in setting

Posted about 2 years ago by Vijaibabu, Last Reply by Vijaibabu about 2 years ago