Need multiple selection option for Category Filter in AUM Report Menu : InvestWell Helpdesk

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Need multiple selection option for Category Filter in AUM Report Menu

MONETONIC FINANCIAL SERVICES PRIVATE

started a topic over 1 year ago

Dear Team,

Please find attached screen shots of Category Filter provided in AUM report & Portfolio Screener.

Under Portfolio Screener we can select multiple categories to view reports, but under AUM Report we can select only 1 sub category provided under the drop down menu.

Please provide multiple selection filters in AUM Report Menu as well like Portfolio Screener.

Awaiting a positive response from you.

Thanks & Regards,

Arti Shintre

Head Operations

Monetonic Support Team

AUM Report.jpg

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Screener.jpg

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