1.Variance in Allocation - We have added Group by “Family head” in Variance in Allocation module.
2. Portfolio Screener - ARN filter in the Portfolio Screener has been added. Now, you can see Portfolio return (CAGR) of all your clients and folios across your multiple ARNs.
3. Sub-broker user details - More options like Bank Details, ARN Validity Period, Category and Address line 2 have been added in the excel report.
4. Risk Profiling submissions - We have added an Excel export option and also added columns of Relationship manager and Sub-broker name.
5. Goal Planner - In map assets we have added column search on client, folio and scheme. We have also added sorting on Available %.
Saurabh Singh
1.Variance in Allocation - We have added Group by “Family head” in Variance in Allocation module.
2. Portfolio Screener - ARN filter in the Portfolio Screener has been added. Now, you can see Portfolio return (CAGR) of all your clients and folios across your multiple ARNs.
3. Sub-broker user details - More options like Bank Details, ARN Validity Period, Category and Address line 2 have been added in the excel report.
4. Risk Profiling submissions - We have added an Excel export option and also added columns of Relationship manager and Sub-broker name.
5. Goal Planner - In map assets we have added column search on client, folio and scheme. We have also added sorting on Available %.
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