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Discussions InvestWell Corporate - SQL What's new in InvestWell?

Version Update 31 Aug '18

Dear All,


We have released a new version of Investwell with the following improvements


TypeModuleDescription
SuggestionSMSAllow Promotional SMS on DND Numbers
SuggestionData Mining ReportGoal names are shown along with folios in the Excel Export of this report
SuggestionAUM ReportDebt: Overnight and Debt: Ultra Short Term have been added under Liquid category
Bug FixClient Portfolio - Goal PortfolioWe have corrected the Grand Total CAGR of the goal report 
Bug FixTransaction StatementPDF export was showing the 1st page as blank for some cases. This has been fixed now.
Bug FixAMC BillSame rule applies as client bill, if Client bill have GSTIN then show heading "TAX Invoice" otherwise "Invoice"
Bug FixDailyFeedCorporate action has been made more reliable.
SuggestionScheme ModificationAdd Broad benchmark column in scheme modification
Bug FixView Rejection ListCreated RM Hierarchy view for this list
Bug FixTransaction SMSThe SWP/SWO filter has been corrected.
SuggestionBrokerage MISGive PAN with Name in Combo to Identify client
Bug FixAadhar Update FileWe have updated the new Franklin file for uploading Aadhaar status file
Bug FixInsurance PortfolioLarge Policy no. has been modified to wrap in the report
Bug FixKYC letterCreated a new version for KYC Letter screen that improves the usability.
SuggestionCompliance ReportCheck Guardian PAN for KYC otherwise check first applicant PAN
Bug FixClient PortfolioShow Client Full Mobile and Address and Mobile no in Reports
SuggestionTran Stat/SOAGive the option to hide PAN and Bank A/c no. for user
SuggestionSummary With XIRR ReportFD Maturity Date in Scheme Name, in Summary With XIRR Report


Regards

Team InvestWell

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