InvestWell Helpdesk

I would like to request the addition of the following features to streamline our transaction workflow and improve client experience:

1. Regenerate or Reuse Previous Cart Orders

• Currently, when a transaction link is generated and sent to a client, if the client fails to approve it within the allowed timeframe, the link expires. In such cases, I am required to manually recreate the entire cart again for the same client, which is time-consuming and prone to errors.

Requested Feature:

• The ability to regenerate the most recent cart for a particular client (based on PAN or Client Code).
• This feature should allow resending the same cart (with identical schemes and amounts) with a fresh transaction link, without having to rebuild the cart manually.

2. Standard Cart Templates with Predefined Schemes

To simplify repetitive transactions for commonly used mutual fund schemes, I would like the ability to create standard cart templates.

Requested Feature:

• Allow users to create and save multiple cart templates with fixed mutual fund schemes, options, and other parameters.
• During actual usage, only the amount and SIP date fields need to be filled in before generating the transaction link.
• This would help reduce data entry time and improve accuracy, especially for bulk or frequent transactions.

Implementing these features will greatly enhance efficiency and reduce redundancy in the transaction initiation process.

I hope you're doing well.

I’m writing to follow up on the feature request I submitted earlier regarding two key enhancements for our transaction workflow:

Regeneration of Expired Cart Orders – The ability to resend the last transaction cart for a client without having to rebuild it manually.

Standard Cart Templates – A way to create and reuse templates with predefined schemes for faster and more accurate cart generation.

These additions would significantly streamline our daily operations and reduce the scope for manual errors, especially when handling multiple clients or time-sensitive investment opportunities.

Please enable the same for BSE too. We have had this option on iFAST platform for BSE and NSE too.