Version Update 18th June 2019

Dear All,

We have released a new version update for Investwell Desktop with the following new features and bug fixes.

NEWRisk ProfilerAdded New form of Risk Profiler with Risk Score in Due Diligence module
NEWBrokerage AnalysisNew Report added in Brokerage MIS to show month wise Brokerage income
NEWShare Contract NoteZerodha, Edelweiss, Standard Chartered Contract Note added in investwell
SuggestionBrokerage MISAdded File name in Detailed Brokerage MIS Excel export
SuggestionManual Entry for Trxn RecoAdded ARN in Excel export
SuggestionBrokerage RecoAdded RM name in Excel export
SuggestionScrip QueryGive data in Cr not in lakh, and two decimal
SuggestionPortfolio Summary with XIRRShow Goal assign to a folio in the report
SuggestionTop SchemeMoved Tab of Scheme category to top of screen
SuggestionBirthday ListIn Investment anniversary wise birthday list we have added another column for Member since xx years
SuggestionTax PackageNew feature in Portfolio in batch mode. We have added a Tax Package.
SuggestionClient QueryGive Office Tel No in Excel File
Bug fixData mining - Product Wise ReportExcel export not working properly. Fixed now
Bug fixPortfolio in Batch modeCurrent holding report date should be as client entered in evaluation date field
Bug fixPortfolio in Batch modeShow only clients assigned to RM in RM login
Bug fixTransaction Slip issueBlank transaction slip was not being printed. Fixed now.
Bug fixFolio Master importImport Bank account type as well
Bug fixCapital Gain ReportAdded Actual Gain column in all sections
Bug fixBrokerage PayoutOptimized Update sub broker as per client process
Bug fixWBR2C fileWe now import WBR2C transaction file for CAMS. This has transactions with split.
Bug fix2 Report - Client Portfolio SummaryCalculation of Benchmark XIRR was not correct for Active folios only filter. Now corrected
Bug fixSub broker payout processDate format was not correct in Excel export. Now fixed.
Bug fixClient QueryAdded 2 search buttons for faster client query
Bug fixSIP Import (IW & RTA both)Karvy ceased SIP file MFSD 231 can now be imported in Investwell
Bug fixAadhar noAdded Hide option for Aadhar No. It shows only last 4 digits in this case
Bug fixTransaction StatementDon't send blank transaction  statement in mail


Team Investwell

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