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Discussions Investwell Mint Feature Requests

Please add provision to sent Goal status report and SOA directly to customer email

Please add provision to sent Goal status report and SOA directly to customer email similar to portfolio reports and summary 


Currently we need to download and send separately. It save considerable amount of time for all users

Goal planner email.png
Goal planner...
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SOA screenshot.png
SOA screensh...
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2 people like this idea
4 CommentsSorted by Oldest First

I second this request. We also need provision to schedule delivery of Goal Report on Regular intervals.

This is good idea.

Yes True

We have added Goal Report in Email Scheduler now. You can send the same from there and check.


Regards

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