Product Updates dated 01.08.2022

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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