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 Bulk Upload for NJ Format in Mutual Funds:-
With the latest update, we now support the bulk upload of NJ transaction reports in mutual funds.
Follow the below steps to Create Transactions in Mutual Funds
Login to Investwell >> Data Management >> Create Transaction >> Mutual Funds >> Bulk Upload
New Feature: Download Investment Journey Graph:-
With the latest update, we have made the graph lines more prominent and also added an option to download the investment journey graph. Users can now download the graph in either image or PDF format. This improvement makes it easier for users to share and present their investment progress.
Follow the below steps to view and download the Investment Journey Graph
Login to Investwell >> Investor Dashboard >> Scroll Down
Inclusion of FDR No. in Portfolio Valuation Excel Report:-
With the latest update, in Portfolio Valuation, users will now be able to see the FD Ref No in the Excel-formatted view for FD assets across all report types. This enhancement ensures users have detailed reference information for fixed deposits, improving the clarity and utility of the reports.
Follow the below steps to download the portfolio valuation report in Excel format
Login to Investwell >> Investor Dashboard >> Report > Portfolio Valuation >> Radio Button (Excel)
Improvements in Cross-Sell Report:-
With the latest update, we've made some improvements to the cross-sell report. A new column, "Total (ex-insurance)," has been added across every group by filter in both the onscreen view and the downloaded Excel file. This enhancement provides a clearer breakdown of totals excluding insurance, making the report more informative and useful.
Follow the below steps to View and Download the Cross-Sell Report:-
Login to Investwell >> Business Analytics >> Cross Sell Report >> On Screen/XLS
Onscreen
Excel
Improvements in SIP Mining:
With the latest update, we have made some improvements to the SIP mining report, both on screen and in the downloaded Excel file.
In the Excel file, we have added a new column named "Exchange Rate Code," which displays the SIP Registration Number. Additionally, we have renamed the "Registration Code" column to "RTA Registration Code."
Follow the below Steps to download the Excel File
Login to Investwell >> Business Analytics >> View Type - XLS
On the on-screen report, the heading "Registration Code" has also been renamed to "RTA Registration Code." These improvements aim to provide clearer and more accurate information for users, enhancing the overall usability and clarity of the SIP mining report
Follow the below steps to view the report On Screen
Login to Investwell >> Business Analytics >> View Type - Onscreen
Improved Investor Name Display in NSE & BSE Physical Mandate Form
With the latest update, we have made improvements to the Physical Mandate. Previously, the investor's name was getting cropped in the form. Our development team has rectified this issue by wrapping the name. This ensures that the full name of the investor is displayed correctly, enhancing the clarity and accuracy of the forms.
Added EUIN Column in User Setting:-
With the latest update, we have added an "EUIN" column in the user settings. Users can now search for any specific EUIN number using the search option provided in the column header.
Note: The EUIN column will be displayed for all user types except Backoffice and Service RM.
Follow the below steps to view the User Setting
Login to Investwell >> Setting >> User Setting
Below are the Bugs resolved
Save Setting not Working in Scheme Compare:-
A user reported a bug in Scheme Compare's Trailing Return feature where settings saved in the Broker login did not reflect in the sub-user login. Our development team has rectified this issue, ensuring that settings are now synchronised across all user types, providing consistent functionality and user experience.
A user reported a bug in the AUM growth report where the data displayed for 1 Day, 1 Month, or 1 Year was incorrect. The opening and closing AUM values were shown as zero, and the Market Impact on AUM values displayed negative numbers.
Our development team identified and resolved the issue, ensuring accurate and consistent data representation in the AUM growth report across different time periods.
Follow the below steps to view the AUM Growth Report
Login to Investwell >> Business Analytics >> AUM Growth Report
Portfolio Summary Report Download Bug in Mobile App:-
A user reported a bug in the Portfolio Summary Report downloaded from the mobile app. The report showed all asset data every time, even though the user had saved the preference for showing only active assets using the "Saved Setting" feature on the web portal. Our development team has identified and resolved the issue, ensuring that the mobile app now respects the saved settings for displaying active assets.
Follow the below steps to download the Portfolio Summary report from Mobile
Login to Investwell >> Investor Dashboard >> Portfolio >> Download
Orders are Not Getting Added to the Cart:-
A user reported a bug in the cart: when they tried to add schemes to the cart through the Portfolio Valuation page, it showed the message "order added to your cart," but the cart appeared empty when checked. Our development team has identified and rectified this issue. Now, schemes added through the Portfolio Valuation page will correctly appear in the cart.
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 Bulk Upload for NJ Format in Mutual Funds:-
With the latest update, we now support the bulk upload of NJ transaction reports in mutual funds.
Follow the below steps to Create Transactions in Mutual Funds
Login to Investwell >> Data Management >> Create Transaction >> Mutual Funds >> Bulk Upload
New Feature: Download Investment Journey Graph:-
With the latest update, we have made the graph lines more prominent and also added an option to download the investment journey graph. Users can now download the graph in either image or PDF format. This improvement makes it easier for users to share and present their investment progress.
Follow the below steps to view and download the Investment Journey Graph
Login to Investwell >> Investor Dashboard >> Scroll Down
Inclusion of FDR No. in Portfolio Valuation Excel Report:-
With the latest update, in Portfolio Valuation, users will now be able to see the FD Ref No in the Excel-formatted view for FD assets across all report types. This enhancement ensures users have detailed reference information for fixed deposits, improving the clarity and utility of the reports.
Follow the below steps to download the portfolio valuation report in Excel format
Login to Investwell >> Investor Dashboard >> Report > Portfolio Valuation >> Radio Button (Excel)
Improvements in Cross-Sell Report:-
With the latest update, we've made some improvements to the cross-sell report. A new column, "Total (ex-insurance)," has been added across every group by filter in both the onscreen view and the downloaded Excel file. This enhancement provides a clearer breakdown of totals excluding insurance, making the report more informative and useful.
Follow the below steps to View and Download the Cross-Sell Report:-
Login to Investwell >> Business Analytics >> Cross Sell Report >> On Screen/XLS
Onscreen
Excel
Improvements in SIP Mining:
With the latest update, we have made some improvements to the SIP mining report, both on screen and in the downloaded Excel file.
In the Excel file, we have added a new column named "Exchange Rate Code," which displays the SIP Registration Number. Additionally, we have renamed the "Registration Code" column to "RTA Registration Code."
Follow the below Steps to download the Excel File
Login to Investwell >> Business Analytics >> View Type - XLS
On the on-screen report, the heading "Registration Code" has also been renamed to "RTA Registration Code." These improvements aim to provide clearer and more accurate information for users, enhancing the overall usability and clarity of the SIP mining report
Follow the below steps to view the report On Screen
Login to Investwell >> Business Analytics >> View Type - Onscreen
Improved Investor Name Display in NSE & BSE Physical Mandate Form
With the latest update, we have made improvements to the Physical Mandate. Previously, the investor's name was getting cropped in the form. Our development team has rectified this issue by wrapping the name. This ensures that the full name of the investor is displayed correctly, enhancing the clarity and accuracy of the forms.
Added EUIN Column in User Setting:-
With the latest update, we have added an "EUIN" column in the user settings. Users can now search for any specific EUIN number using the search option provided in the column header.
Note: The EUIN column will be displayed for all user types except Backoffice and Service RM.
Follow the below steps to view the User Setting
Login to Investwell >> Setting >> User Setting
Below are the Bugs resolved
Save Setting not Working in Scheme Compare:-
A user reported a bug in Scheme Compare's Trailing Return feature where settings saved in the Broker login did not reflect in the sub-user login. Our development team has rectified this issue, ensuring that settings are now synchronised across all user types, providing consistent functionality and user experience.
Follow the below steps to use Scheme Compare
Login to Investwell >> Utilities >> Scheme Compare >> Trailing Returns
Incorrect Data Showing in AUM Growth Report:-
A user reported a bug in the AUM growth report where the data displayed for 1 Day, 1 Month, or 1 Year was incorrect. The opening and closing AUM values were shown as zero, and the Market Impact on AUM values displayed negative numbers.
Our development team identified and resolved the issue, ensuring accurate and consistent data representation in the AUM growth report across different time periods.
Follow the below steps to view the AUM Growth Report
Login to Investwell >> Business Analytics >> AUM Growth Report
Portfolio Summary Report Download Bug in Mobile App:-
A user reported a bug in the Portfolio Summary Report downloaded from the mobile app. The report showed all asset data every time, even though the user had saved the preference for showing only active assets using the "Saved Setting" feature on the web portal. Our development team has identified and resolved the issue, ensuring that the mobile app now respects the saved settings for displaying active assets.
Follow the below steps to download the Portfolio Summary report from Mobile
Login to Investwell >> Investor Dashboard >> Portfolio >> Download
Orders are Not Getting Added to the Cart:-
A user reported a bug in the cart: when they tried to add schemes to the cart through the Portfolio Valuation page, it showed the message "order added to your cart," but the cart appeared empty when checked. Our development team has identified and rectified this issue. Now, schemes added through the Portfolio Valuation page will correctly appear in the cart.
Follow the below steps to view the cart
Login to Investwell >> Investor Dashboard >> Invest Online NSE >> Cart
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]