Feature Requests (177)

Risk Profile Category has to be printed on pdf generated

Posted 6 months ago by HiFinancez, 1 Vote

Tagging Individual Folios and filter by tags while searching to track easily.

Posted 9 months ago by Anant Investment Distributors, 1 Vote

Fwd: Urgent Request for Feature Implementation in InvestWell Software

Posted 9 months ago by Sumit Radheshyam Murarka, 1 Vote

Goal for family members

Posted 9 months ago by DeepaAdmin, Last Reply by Suresh P Vithlani 9 months ago , 1 Vote

Please enable Individual client Level Redemption rights

Posted 9 months ago by Jeyvenkatesh Rajagopal, Last Reply by Anuj Jain 9 months ago , 1 Vote

Comprehensive Suggestions for Enhancing Insurance Features in InvestWell

Posted 10 months ago by Invest karo India, 1 Vote

Option to select multiple ARN

Posted 10 months ago by Madhur Gundecha, 1 Vote

More Options in Brokerage Module

Posted 10 months ago by Devesh Deepak, 1 Vote

Improving Brokerage Tracking in Investwell

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

step up calculater

Posted over 1 year ago by WELHER INVESTMENT, 1 Vote