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 'Save Setting' Feature for Capital Gain Realized PDF Reports:
With the latest update, we have added the "Save Setting" option for users in the Capital Gain Realized PDF report. Once a user selects the checkbox and uses "Save Setting," the selected settings will be saved as the default for all clients. This enhancement ensures a more streamlined and efficient reporting process, reducing the need to repeatedly do configuration for each client. This setting format is used to generate the report when sending it using the Emal scheduler in Bulk.
Follow the below steps to use the Save Setting feature
Login to Investwell >> Investor Dashboard >> Report >> Capital Gain Realized >> PDF
Enhanced Business Analytics for Admins and Service RMs:
With the latest update, we have upgraded the Business Analytics section. Admin logins now have the option to view all the details of a Service RM, while Service RM logins can view the details of clients under their management. These changes enhance transparency and provide a more comprehensive view of client and service RM performance, improving overall business insights and management.
Follow the below steps to view business analytics
Login to Investwell >> Business Analytics
Flexibility in Editing Names During Signup Process:
With the recent update, we now allow users to edit the name that appears during the signup process after entering a KYC-verified PAN. This change provides flexibility for users to correct any discrepancies in their names, ensuring accurate account creation.
Below are the Bugs resolved
Portfolio Valuation Onscreen Report -Outside Data Marking Visible for Broker Only:
A user reported a bug in the Portfolio Valuation Onscreen report. The asterisk symbol used to represent that the data source is outside was only shown for brokers, not broker-type users. Our development team has identified and resolved the bug, ensuring that the asterisk symbol now correctly displays for both broker and broker-type users.
Follow the below steps to view the Portfolio Valuation Report
A user reported a bug where the mobile login history of the users was not being collected. Our development team has identified and rectified the bug associated with this issue. Now, the mobile login history is accurately recorded, ensuring better tracking and security of user activities.
Follow the below steps to check the login history of the users
Login to Investwell >> Data management >> Login History
Incorrect Value in Portfolio Correlation:
Some users reported incorrect values in the Portfolio Correlation Tool. We have identified and rectified the issue by making the necessary changes to the formula. The tool now provides more accurate values, ensuring better data reliability
Follow the below steps to use the Portfolio Correlation
BSE Bank Mandate Account Type not Ticking Properly:
A user reported a bug in the BSE Bank Mandate process where the bank type was not being properly ticked in the generated form. Our development team has identified and rectified the bug associated with this issue. The bank type is now correctly ticked in the form, ensuring accurate and smooth processing of bank mandates.
Something Not Good Error While Uploading Motilal Contract Notes:
A user reported a bug where they faced an issue while uploading a contract note of Motilal and received the error message "something not good." Our development team has identified and rectified the bug associated with it. This fix ensures smoother uploads and accurate processing of contract notes.
Follow the below steps to upload contract notes
Login to investwell >> Data Management >> Share & Bond >> Contract Note
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 'Save Setting' Feature for Capital Gain Realized PDF Reports:
With the latest update, we have added the "Save Setting" option for users in the Capital Gain Realized PDF report. Once a user selects the checkbox and uses "Save Setting," the selected settings will be saved as the default for all clients. This enhancement ensures a more streamlined and efficient reporting process, reducing the need to repeatedly do configuration for each client. This setting format is used to generate the report when sending it using the Emal scheduler in Bulk.
Follow the below steps to use the Save Setting feature
Login to Investwell >> Investor Dashboard >> Report >> Capital Gain Realized >> PDF
Enhanced Business Analytics for Admins and Service RMs:
With the latest update, we have upgraded the Business Analytics section. Admin logins now have the option to view all the details of a Service RM, while Service RM logins can view the details of clients under their management. These changes enhance transparency and provide a more comprehensive view of client and service RM performance, improving overall business insights and management.
Follow the below steps to view business analytics
Login to Investwell >> Business Analytics
Flexibility in Editing Names During Signup Process:
With the recent update, we now allow users to edit the name that appears during the signup process after entering a KYC-verified PAN. This change provides flexibility for users to correct any discrepancies in their names, ensuring accurate account creation.
Below are the Bugs resolved
Portfolio Valuation Onscreen Report -Outside Data Marking Visible for Broker Only:
A user reported a bug in the Portfolio Valuation Onscreen report. The asterisk symbol used to represent that the data source is outside was only shown for brokers, not broker-type users. Our development team has identified and resolved the bug, ensuring that the asterisk symbol now correctly displays for both broker and broker-type users.
Follow the below steps to view the Portfolio Valuation Report
Login to Investwell >> Investor Dashboard >> Report >> Portfolio Valuation
Login History not Getting Collected:
A user reported a bug where the mobile login history of the users was not being collected. Our development team has identified and rectified the bug associated with this issue. Now, the mobile login history is accurately recorded, ensuring better tracking and security of user activities.
Follow the below steps to check the login history of the users
Login to Investwell >> Data management >> Login History
Incorrect Value in Portfolio Correlation:
Some users reported incorrect values in the Portfolio Correlation Tool. We have identified and rectified the issue by making the necessary changes to the formula. The tool now provides more accurate values, ensuring better data reliability
Follow the below steps to use the Portfolio Correlation
Login to Investwell >> Utilities >> Scheme Compare >> Portfolio Correlation
BSE Bank Mandate Account Type not Ticking Properly:
A user reported a bug in the BSE Bank Mandate process where the bank type was not being properly ticked in the generated form. Our development team has identified and rectified the bug associated with this issue. The bank type is now correctly ticked in the form, ensuring accurate and smooth processing of bank mandates.
Something Not Good Error While Uploading Motilal Contract Notes:
A user reported a bug where they faced an issue while uploading a contract note of Motilal and received the error message "something not good." Our development team has identified and rectified the bug associated with it. This fix ensures smoother uploads and accurate processing of contract notes.
Follow the below steps to upload contract notes
Login to investwell >> Data Management >> Share & Bond >> Contract Note
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 [email protected]
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