Welcome to Investwell Release Notes. We are pleased to inform you about the updates to our software done this week.
Read through and stick till the end to know about the exciting changes made by us just for you.
Feature Updates
Introducing Meeting Notes:
With the latest update, we are introducing a new feature "Meeting Notes.” Capture and organise key insights from your meetings. Make your Collaboration effective and keep everyone on the same page with well-structured notes. Stay informed and organised and get a clear overview of every discussion that has already happened or is going to happen.
Experience enhanced usability and functionality with our updated dashboard interface for investors. With this new interface, access the key metrics of your portfolio at a glance and always stay updated. monitoring your risk and goals was never this easy before.
Login to your Investor account for a new experience.
Added Goal Details in Portfolio Valuation Reports (PDF Download):
With the new update, In the portfolio valuation report, when viewing in PDF format and selecting to group by category 2 or 5, users now have the option to include Goal Details in the PDF which is available under the Data Option. This new enhancement provides users with more insights into their investment goals directly within the report, giving a clear picture of financial planning and analysis.
Follow the below steps to view Portfolio Valuation Report
Share the Risk Profile Assessment Form Link Directly From the Broker Portal.
In the latest update, we have introduced a new feature that allows advisors to share the Risk Profile Assessment Form directly with their investors. This can serve as a reminder for existing investors or as a simple email for new investors.
Follow the below steps to share the Risk Profile Assessment Form
Login to Investwell >> Risk Profiling >> Submission >> Pending/ Expired >> Select Client >> Send Link
Below are the Bugs resolved
Automatic Sending of Upcoming Insurance Renewal Emails is not Working Properly:
A user reported an issue where the insurance renewal mail was visible in the task manager, but the automated alerts were not being sent to the clients. Our development team has addressed and resolved this bug.
Some users reported an issue when trying to cease certain SIPs, showing an “Invalid BSE Code” error. Our development team has resolved this bug, and users can now cease SIPs without encountering any errors.
Follow the below steps to Cease any SIP
Login to Investwell >> Invest Online BSE >> Systematic Order >> Select Filter & Apply >> Modify SIP
NRI Folio Not Mapped With Correct UCC Automatically:
A user reported an issue where the folio for an NRI client was not getting mapped with the correct UCC. Our development team has successfully resolved this bug.
Follow the below steps to create UCC
Login to Investwell >> Invest Online BSE >> Profile List >> Create UCC
Error While Ceasing SIP in NSE Portal:
Some users reported an issue when trying to cease certain SIPs, showing a “Cancellation Code” error. Our development team has resolved this bug, and users can now cease SIPs without encountering any errors.
Follow the below steps to Cease any SIP
Login to Investwell >> Invest Online NSE >> Systematic Order >> Select Filter & Apply >> Modify SIP
Balance Unit Column is Repeated in Portfolio Summary Excel Report:
A user reported a bug where the Balance Unit column in the downloaded Portfolio Summary Excel report was duplicated. We have resolved this issue by removing the duplicate column to eliminate any confusion.
Follow the below steps to download your portfolio summary report in Excel format
SIP Order Placement Failed Through Invest Online NSE
A user reported a bug where placing an SIP order through Invest Online NSE failed showing an error of “Folio should not be null Mandatory Validation failed”. The issue occurred because the earlier folio number was not mandatory when placing the order, but recent changes made by NSE now require it to be mandatory with a different endpoint. Our development team has addressed and resolved this bug.
An error occurred while submitting FATCA during the UCC creation process. This issue was caused by recent changes made at the BSE end. Our development team has resolved the bug causing this issue.
Follow the below steps to create UCC
Login to Investwell >> Invest online BSE >> Profile List >> Create UCC
Compiled Transactions in Transaction Statement PDF for Tax Package Report
In the latest update, we have enhanced the generated PDF tax package report by compiling transactions based on unique dates, transaction nature, and price combinations. Previously, these transactions were split, but now they are combined for increased convenience and clarity in the report presentation.
ELSS Investments Transactions Not Showing in Chronological Order
A user reported a bug in the mobile app where the transaction details of ELSS investments were not displayed in chronological order; instead, they were randomly arranged. Our development team has resolved this issue and now the transaction details are displayed in proper chronological order.
Follow the below steps to view your ELSS Investments transaction details
Login to Investwell mobile app >> Investor Login >> Menu >> ELSS Investments
Thank You! For using our product and being part of our valued user community. We greatly appreciate your support and the feedback you have provided, which has been instrumental in shaping our product.
We value your input and would love to hear your feedback on this latest release. If you have any suggestions, ideas, or experiences to share, please let us know. Your feedback plays a crucial role in shaping our product and ensuring it meets your evolving needs.
Rabab Sabuwala
Welcome to Investwell Release Notes. We are pleased to inform you about the updates to our software done this week.
Read through and stick till the end to know about the exciting changes made by us just for you.
Feature Updates
Introducing Meeting Notes:
With the latest update, we are introducing a new feature "Meeting Notes.” Capture and organise key insights from your meetings. Make your Collaboration effective and keep everyone on the same page with well-structured notes. Stay informed and organised and get a clear overview of every discussion that has already happened or is going to happen.
Follow the below steps to create a note
Login to Investwell >> Utilities >> Meeting Notes >> Create Note
Design Improvement in Investor Dashboard:
Experience enhanced usability and functionality with our updated dashboard interface for investors. With this new interface, access the key metrics of your portfolio at a glance and always stay updated. monitoring your risk and goals was never this easy before.
Login to your Investor account for a new experience.
Added Goal Details in Portfolio Valuation Reports (PDF Download):
With the new update, In the portfolio valuation report, when viewing in PDF format and selecting to group by category 2 or 5, users now have the option to include Goal Details in the PDF which is available under the Data Option. This new enhancement provides users with more insights into their investment goals directly within the report, giving a clear picture of financial planning and analysis.
Follow the below steps to view Portfolio Valuation Report
Login to Investwell >> Investor Dashboard >> Report >> Portfolio Valuation Report
Share the Risk Profile Assessment Form Link Directly From the Broker Portal.
In the latest update, we have introduced a new feature that allows advisors to share the Risk Profile Assessment Form directly with their investors. This can serve as a reminder for existing investors or as a simple email for new investors.
Follow the below steps to share the Risk Profile Assessment Form
Login to Investwell >> Risk Profiling >> Submission >> Pending/ Expired >> Select Client >> Send Link
Below are the Bugs resolved
Automatic Sending of Upcoming Insurance Renewal Emails is not Working Properly:
A user reported an issue where the insurance renewal mail was visible in the task manager, but the automated alerts were not being sent to the clients. Our development team has addressed and resolved this bug.
Follow the below steps to create a task
Login to investwell >> Utilities >> Task Manager >> Create Task
Error While Ceasing SIP in BSE Portal:
Some users reported an issue when trying to cease certain SIPs, showing an “Invalid BSE Code” error. Our development team has resolved this bug, and users can now cease SIPs without encountering any errors.
Follow the below steps to Cease any SIP
Login to Investwell >> Invest Online BSE >> Systematic Order >> Select Filter & Apply >> Modify SIP
NRI Folio Not Mapped With Correct UCC Automatically:
A user reported an issue where the folio for an NRI client was not getting mapped with the correct UCC. Our development team has successfully resolved this bug.
Follow the below steps to create UCC
Login to Investwell >> Invest Online BSE >> Profile List >> Create UCC
Error While Ceasing SIP in NSE Portal:
Some users reported an issue when trying to cease certain SIPs, showing a “Cancellation Code” error. Our development team has resolved this bug, and users can now cease SIPs without encountering any errors.
Follow the below steps to Cease any SIP
Login to Investwell >> Invest Online NSE >> Systematic Order >> Select Filter & Apply >> Modify SIP
Balance Unit Column is Repeated in Portfolio Summary Excel Report:
A user reported a bug where the Balance Unit column in the downloaded Portfolio Summary Excel report was duplicated. We have resolved this issue by removing the duplicate column to eliminate any confusion.
Follow the below steps to download your portfolio summary report in Excel format
Login to Investwell >> Investor Dashboard >> Report >> Portfolio Summary
SIP Order Placement Failed Through Invest Online NSE
A user reported a bug where placing an SIP order through Invest Online NSE failed showing an error of “Folio should not be null Mandatory Validation failed”. The issue occurred because the earlier folio number was not mandatory when placing the order, but recent changes made by NSE now require it to be mandatory with a different endpoint. Our development team has addressed and resolved this bug.
Follow the below steps to Place a new order
Login to Investwell >> Investor Dashboard >> Invest Online NSE >>
Error in FATCA Submission While Creating UCC:
An error occurred while submitting FATCA during the UCC creation process. This issue was caused by recent changes made at the BSE end. Our development team has resolved the bug causing this issue.
Follow the below steps to create UCC
Login to Investwell >> Invest online BSE >> Profile List >> Create UCC
Compiled Transactions in Transaction Statement PDF for Tax Package Report
In the latest update, we have enhanced the generated PDF tax package report by compiling transactions based on unique dates, transaction nature, and price combinations. Previously, these transactions were split, but now they are combined for increased convenience and clarity in the report presentation.
ELSS Investments Transactions Not Showing in Chronological Order
A user reported a bug in the mobile app where the transaction details of ELSS investments were not displayed in chronological order; instead, they were randomly arranged. Our development team has resolved this issue and now the transaction details are displayed in proper chronological order.
Follow the below steps to view your ELSS Investments transaction details
Login to Investwell mobile app >> Investor Login >> Menu >> ELSS Investments
Thank You!
For using our product and being part of our valued user community. We greatly appreciate your support and the feedback you have provided, which has been instrumental in shaping our product.
We value your input and would love to hear your feedback on this latest release. If you have any suggestions, ideas, or experiences to share, please let us know. Your feedback plays a crucial role in shaping our product and ensuring it meets your evolving needs.
For any assistance, Please Contact support@investwellonline.com