Mobile App Release Notes 31/05/24

1. Client Search Design Enhanced:

We've refined the client search in broker login for a cleaner, clutter-free design. The call icon has been removed, and the mobile number now appears directly with the client's name and details. Now you can just tap on the number to call your client instantly.


2. Personalized Slogan Feature:

Boost your brand and add a personalised slogan within the app. Previously available only on the web version, your custom slogan will now be visible in the mobile app as well. It would appear on the login, sign-up, contact us, and app download pages. 



Set your slogan by logging in to Mint Web and navigating to:

Mint Web > Settings > Portal Settings > IFA Registration > Slogan

3. Refined Fund Picks with Category Filter:

We have revamped the UI of the "Fund Picks" screen. A new dropdown menu at the top now allows clients to select different fund categories. By choosing a desired category, the funds list is filtered to display only the funds in that particular category, making fund selection easier and more specific.


4. Resolved Google Maps Integration:

We’ve fixed the Google Maps feature enabling clients to find your office easily. Clients can now simply navigate to the "Contact Us" page and click on "View Directions" in the address section. To update company address:

Mint Web > Settings > Portal Settings > IFA Registration > Address Details


5. Improved My Journey Screen:

Explore the enhanced My Journey screen for effortless navigation of clients' investment journeys. Family heads can now select through a dropdown list of all clients under their family, allowing for specific investor view to snapshots & graphs. 


We've also introduced serial numbers within the snapshot, giving you a clearer view of net investments and gain formulae.


6. Fixed Crashes & Bugs

We've identified and resolved various issues causing crashes within the app. Enjoy a more stable and uninterrupted experience while using Mint by Investwell.

7. Optimized Response & Performance of App

Experience a more responsive and agile app, ensuring quicker navigation and seamless interactions. Enjoy reduced loading times across various sections, making your wealth management tasks more efficient.

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.

Investwell Team

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