Provide Trend chart of AUM and SIP in Dashboard : InvestWell Helpdesk

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started a topic over 1 year ago

Provide Trend chart of AUM and SIP in Dashboard for better analytics for MFD/RIA

2 Comments

said 11 months ago

Yes, I Second this feature is a needed one to get self motivated for our own AUM and SIP Book Growth

said 12 months ago

Hi All,

Please share your thoughts on this new feature request