We have released some updates for InvestWell Software with some bug fixes and deliver on some suggestions.
TL;DR
All MF Applicants have to link their folios with their Aadhaar numbers Online of Offline, by submitting a form with respective Registrar. Read Article
You can now send multi line SMS above 160 characters also.
Bug Fixes.
Date
Type
Client
Module
Description
24/11/2017
Bug Fix
Universal
AUM Reco
Freezed folio
data was getting deleted in the Folio wise transaction delete option in AUM Reconciliation module. Now Fixed.
23/11/2017
Bug Fix
R K Investments
Top
Schemes
My Scheme filter has been applied properly now. Closed ended schemes will not appear now until selected.
21/11/2017
Bug Fix
Paresh S Kariya
Due
Diligence - Exit Load Detail
Method of identifying of Load bearing redemptions is improved now.
29/11/2017
Bug Fix
Self
SMS
Module
Now
SMS body support multi-line message. RM Name is also be shown.
28/11/2017
Suggestion
Self
Upload
History in Upload Menu
File
Type Filter added in Upload History
28/11/2017
Suggestion
Totalinsure
Aadhaar
Letter in Report Menu
Provide
Link Aadhaar Letter to Mutual Fund for Individual, Non-individual
28/11/2017
Suggestion
Self
General
SMS/Transaction SMS/SIP Mining/Rejection SMS/Client Watch List
Give
Tick option to check split message when long greater then 160
30/11/2017
Bug Fix
Bodevision
Client
Portfolio - 1-C Report
STP
summary now Fixed
29/11/2017
Suggestion
Vivek
Damani
Contract
NOTE
InvestWell - Equity Module now provides for Importing of PDF format Contract Notes of these types : Religare, Eureka, Birla, VSE Stock, Iventures, Anugrah
Please send us any other Contract Note (PDF format) that you would like to import.
To Use : Shares Menu >> Share File Import >> Online Trading File Import
Select Combo = Contract Note(Select file as per File Type)
02/12/2017
Suggestion
Chandresh
M.
Client
Portfolio Report
Remove
Div Reinvestment Flag (which come sometimes in the Mailback files) in Growth Scheme in Detailed Portfolio Return Report
Anuj Jain
Hi,
We have released some updates for InvestWell Software with some bug fixes and deliver on some suggestions.
TL;DR
Please send us any other Contract Note (PDF format) that you would like to import.
To Use :
Shares Menu >> Share File Import >> Online Trading File Import
Select Combo = Contract Note(Select file as per File Type)
Regards
Team InvestWell
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