Welcome to Investwell Release Notes. We are pleased to inform you about the updates being made to our software this week.

Read through and stick around till the end to know about the exciting changes made

by us just for you.

Feature Updates

1. Updated Password Security Policy:- 

• We have strengthened our password security policy to align with the new  Vulnerability Assessment and Penetration Testing (VAPT) guidelines.

• The required password complexity has been updated to enhance security measures and prevent unauthorised access.

• Where to Find:

  • The updated policy applies to all modules that require password creation, including Signup, Reset Password, and Change Password.

2. Introducing Widgets Control for  Investor Dashboard:-    

• Advisors can now customize the widgets displayed on the Investor Dashboard, allowing them to tailor the experience based on their preferences.

• This functionality allows enabling or disabling widget visibility only; rearranging widgets is not possible.

• The same configuration is applied to all Investor dashboards.

• Where to Find:

  • Login to Investwell

  • Advisor Dashboard > Navigate to Investor Dashboard > Customize Dashboard.

    Use the checkbox to choose which widgets to display or hide.

Note: This customization is only available when the advisor accesses the Investor Portal through the Advisor Portal.

3. Improvements in the Capital Gain Unrealized Report:-

• We have resolved an issue where certain folios were not appearing in the Unrealized Capital Gain Report when the source filter was set to "Managed Data" but were visible under "Outside Data."

• What was happening?

  • Previously, these folios were imported via CAS import and later transferred under the Broker's ARN through a Change of Broker.

• What's Updated?

  • We have refined the logic to ensure that such folios are correctly classified under "Managed Data", providing a more accurate report.

• Where to Find:

  • Login to Investwell

  • Investor Dashboard > Reports > Capital Gain Unrealized

Bugs Resolved

1. Improvements in Capital Gain Realized Report:-

• Issue Reported:

  • It was observed that when an asset was unticked, the generated Capital Gain Realized Report still displayed its header with a blank column.

• Issue Resolved:

  • We have updated the report logic to ensure that if an asset is unticked, its header and blank row will no longer appear, making the report cleaner and more relevant.

• To Download Capital Gain Realized Report:

  • Login to Investwell

  • Investor Dashboard > Reports > Capital Gain Realized > View Type (PDF)

2. Unable to Download Cashflow Report via Backoffice Login:- 

• Issue Reported:

  • Backoffice users faced an issue while generating the Cashflow Report in Excel format. When selecting Group by: Client Family Head/Investor) and filtering by Transaction Type: Purchase and SIP, an error message "Something is not good" was displayed, preventing the report generation.

• Issue Resolved

  • We have identified and fixed the issue. Now, back office users can successfully generate and download the Cashflow Report without any errors.

• Where to Find:

  • Login to Investwell (Back Office)

  • Dashboard > Business Analytics > Cash Flow 

3. Issue with CAS Import in Mobile App:-

• Issue Reported:

  • Investors faced an issue while importing external funds via CAS in the Mobile App. Along with the external funds, funds under the broker's ARN were also getting imported, causing data duplication. This issue occurred when the CAS import was performed from the investor login.

• Issue Resolved:

  • We have fixed this issue. Now, when investors import external funds via CAS, only the external funds will be imported, ensuring no duplication of data.

• Where to Find:

  • Login to Investwell

  • Investor Home Screen> Menu > Import External Portfolio

4. Issue with the Filter in Transaction Menu (Investor Portal)

• Issue Reported:

  • The Transaction Type filter in the Transaction menu of the Investor Portal was not working when generating the PDF view. The report displayed all transactions instead of filtering based on the selected type.

• Issue Resolved:

  • We have fixed this issue, and now the Transaction Type filter is correctly applied when generating the PDF view, ensuring only the selected transactions appear in the report.

• Where to Find:

  • Login to Investwell

  • Investor Dashboard >  Transaction > 

5. STP Frequency Displaying Incorrectly:-

• Issue Reported:

  • A user noticed that when checking running STPs in the My SIPs menu, the "Once a Week" frequency for STP was incorrectly displayed as Monthly.

• Issue Resolved:

  • We have fixed this issue, and now the STP frequency is displayed correctly as "Once a Week" in the report.

• Where to Find:

  • Login to Investwell

  • Investor Dashboard >  My SIP’s> Select ( STP )

6. Improvements in Asset Allocation Report Excel File:- 

• Update Implemented:

  • The Excel file for the Asset Allocation Report previously displayed only the top 10 holdings. Now, the report will include all holdings instead of just the top 10.

• Benefit:

  • This update provides a complete view of the portfolio, helping users analyse their entire asset allocation without limitations.

• Where to Find:

  • Login to Investwell

  • Investor Dashboard >  Reports > Asset Allocation > XLS

7. Update in Family Head Merging Logic:- 

• Update Implemented:

  • In case of merging duplicates, now only a single investor can be merged into a Family Head. Merging a Family Head with another Family Head or merging a Family Head to a single investor is prohibited for the prevention of unintended ungrouping.

• Benefit:

  • Ensures family structures remain intact and prevents data inconsistencies.

• To Merge Duplicate:

  • Login to Investwell

  • Dashboard > Clients > Select Clients > Merge Duplicates ( Action Tab)

• To Merge Duplicate in Bulk:

  • Login to Investwell

  • Dashboard > Data Management > Duplicate Finder

8. Improvements in Tax Package Reports:- 

• Update Implemented:

  • With the latest release, the Capital Gain reports sent in the Tax Package email have been updated. The attachment now includes the new Capital Gain report for improved accuracy.

• Benefit:

  • Ensures users receive the most up-to-date Capital Gain report in their Tax Package email.

• Schedule/Send Tax Package Email:

  • Login to Investwell

  • Dashboard > Email Scheduler > Campaigns > Create Campaign

9. Updates in Capital Gain Report PDF for Blank Format:-

• Update Implemented:

  • The Capital Gain Report PDF has been improved to handle cases where no data is available due to no transactions being performed for Switch Out, Redemption, or Sell during the selected period.

• Benefit:

  • Prevents confusion in blank reports and ensures clarity when no Capital Gain data is available for the chosen timeframe.

• Download Capital Gain PDF Report:

  • Login to Investwell

  • Investor Dashboard > Reports > Capital Gain Realized > PDF