Feature Requests (175)

Client Target Asset allocation setup in setting

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

Add save option as template in comprehensive portfolio report

Posted about 2 years ago by Vijaibabu

Provide Trend chart of AUM and SIP in Dashboard

Posted about 2 years ago by Vijaibabu, Last Reply by Jeyvenkatesh Rajagopal over 1 year ago , 2 Votes

Goal status in client dashboard of mobile app

Posted about 2 years ago by Vijaibabu, 2 Votes

Request for develope trigger system where we can set scheme name for target value exit

Posted about 2 years ago by Tejas Shah, 1 Vote

Require Source filter option under mobile application

Posted about 2 years ago by prospertive, 1 Vote

ARN filter in historical Transaction is SIP Mining

Posted about 2 years ago by rkswealth, 1 Vote

Campaign Scheduler

Posted over 2 years ago by Pratik Vora, 1 Vote

FEEDBACK ON Business Analytics / Redemption Simulation

Posted over 2 years ago by RAKSHA PANDEY

sip report

Posted over 2 years ago by Vatsalkumar Vijaykumar Patel, Last Reply by Pratik Vora over 2 years ago , 2 Votes