Product Updates dated 08.08.2022

1. Alert Reports - Fixed period has been replaced by From and To date picker in the Alert reports. Now, past date alerts can also be checked.

2. General Insurance - While renewing a general insurance policy the date of issue will autofill 1 day ahead of the previous policy’s renewal date.

3. Portfolio Screener and AUM Report excel export - Client’s PAN no has been included in the excel export of Portfolio screener and AUM report.

4. Create transaction in Fixed deposits - We have allowed future dates in Fixed deposits tab date filter.

5. Client master - Excel import facility in Clients menu can now be used to update Username as well as create fresh clients on the basis of different Name and PAN. A new source has been added as “Clients Bulk Upload” to identify the client that has been created through the excel import option.

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