Feature Requests (194)

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

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

BSE Star MF - UCC in Demat Mode in InvestWell Mint

Posted almost 2 years ago by SHUBHCHINTAK, 2 Votes

BSE XSIP MODIFICATION ACCESS TO USERS

Posted about 2 years ago by Suresh P Vithlani, 1 Vote

step up calculater

Posted about 2 years ago by WELHER INVESTMENT, 1 Vote

One-page report for tax harvesting.

Posted over 2 years ago by WELHER INVESTMENT, Last Reply by Suresh P Vithlani about 2 years ago , 2 Votes

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

Posted over 2 years ago by Manish Agrawal, Last Reply by Anuj Jain about 2 years ago

Provide Trend chart of AUM and SIP in Dashboard

Posted almost 3 years ago by Vijaibabu, Last Reply by Jeyvenkatesh Rajagopal over 2 years ago , 2 Votes

Required Smart Swtich/Auto Switch for NFO Combo funds.

Posted over 2 years ago by Jeyvenkatesh Rajagopal

Note Facility For Distributor

Posted over 2 years ago by Kanethic Pvt Ltd

Improving Brokerage Tracking in Investwell

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