Save Settings Now Available in Comprehensive Portfolio:
We’ve added a Save Settings option in the Comprehensive Portfolio report.
This allows you to save your preferred filters and settings, so you don’t have to reselect them each time you generate the report, making the process quicker and more convenient.
Where to Find
Log in to Investwell
Dashboard > Comprehensive Portfolio
Reports Now Include One-Line Descriptions:
To improve usability, we've added a one-liner explanation for every report listed under the Reports menu.
This quick summary helps users better understand the purpose and content of each report, making it easier to find exactly what they need at a glance.
Where to Find:
Log in to Investwell
Investor Dashboard > Report > Open any Report
Bugs Resolved
Scheme Missing in Portfolio Summary PDF but Visible in Portfolio Valuation Report:
Issue Reported:
A scheme(360 ONE Balanced Hybrid Fund Reg (G) ) was appearing correctly in the Portfolio Valuation Report, but the same scheme was missing from the Portfolio Summary PDF Report. This caused inconsistency in reporting for the investor.
Issue Resolved:
The issue has been fixed. The scheme will now appear consistently in both Portfolio Valuation and Portfolio Summary PDF Reports.
Where to Find:
Log in to Investwell
Investor Dashboard > Report > Portfolio Valuation
Where to Find:
Log in to Investwell
Investor Dashboard > Report > Portfolio Summary
UCC Import Shows Success, but Data Not Reflected:
Issue Reported:
An issue was reported where, after importing a UCC, the system displayed a message saying "Import Successful", but the UCC details were not getting reflected in the system.
Issue Resolved:
This issue has been resolved. Once the UCC import shows as successful, the corresponding details will now properly reflect in the system.
Upload UCC File:
Log in to Investwell
Dashboard > Invest Online BSE > Profile List
Bank Details Missing in SIP Mining Excel File:
Issue Reported:
An issue was reported where the bank details (Bank Name & Account Number) were not getting captured in the SIP Mining Excel File, even though they were available in the system.
Issue Resolved:
This issue has been resolved. The SIP Mining Excel File will now correctly display the associated bank details.
Where to Find:
Log in to Investwell
Dashboard > Business Analytics > SIP Mining
Deactivated Users Not Shown in User Settings Excel Export:
Issue Reported:
An issue was observed in the User Settings menu. On screen, when a user was deactivated, the Last Login column displayed the status as Deactivated. However, when the data was downloaded in Excel format, the deactivated users were missing from the file.
Issue Resolved:
This issue has been fixed. The Excel export will now correctly include all deactivated users along with their respective status.
Prashant Verma
Welcome to Investwell Release Notes. We are pleased to inform you about the updates being made to our software this week.
Read through to discover the exciting changes we’ve made just for you.
Feature Updates
Portfolio and Investor Data Mining Now Available for Back Office and Service RM Users:
With the latest update, the Comprehensive Portfolio and Investor Data Mining menus are now accessible to Back Office and Service RM users.
Previously, these menus were not available for these user types. Now, brokers/admins can enable access through the Access Permission menu.
Change Access Permission:
Log in to Investwell
Setting > User Setting > Access Permission
Note:- Access will remain disabled by default, and needs to be turned on manually as per requirement.
5-Year Time Period Added to Risk-Reward Scatter Plot:
Previously, the Risk-Reward Scatter Plot allowed analysis for only 1-year and 3-year periods.
With this update, we’ve added a 5-year time period option, giving you a broader perspective for long-term performance evaluation.
Where to Find:
Log in to Investwell
Investor Dashboard > Utilities > Scheme Compare > Risk Reward - Reward Scatter Plot
Leads Module Now Mobile-Friendly:
The Leads module is now fully compatible with mobile web browsers, ensuring a smooth and accessible experience even when you're not on your desktop.
Create New Lead:
Log in to Investwell (Web Browser)
Side Panel > Leads
New “Last Updated” Column in Portfolio Summary Report for Other Assets:
When generating the Portfolio Summary Report and selecting the asset class as "Other Assets", you’ll now see a new column called "Last Updated".
This column displays the date when the current value of the asset was last modified, helping you keep better track of valuation updates.
Where to Find:
Log in to Investwell
Investor Dashboard > Report > Portfolio Summary > PDF (Other Asset)
Save Settings Now Available in Comprehensive Portfolio:
We’ve added a Save Settings option in the Comprehensive Portfolio report.
This allows you to save your preferred filters and settings, so you don’t have to reselect them each time you generate the report, making the process quicker and more convenient.
Where to Find
Log in to Investwell
Dashboard > Comprehensive Portfolio
Reports Now Include One-Line Descriptions:
To improve usability, we've added a one-liner explanation for every report listed under the Reports menu.
This quick summary helps users better understand the purpose and content of each report, making it easier to find exactly what they need at a glance.
Where to Find:
Log in to Investwell
Investor Dashboard > Report > Open any Report
Bugs Resolved
Scheme Missing in Portfolio Summary PDF but Visible in Portfolio Valuation Report:
Issue Reported:
A scheme(360 ONE Balanced Hybrid Fund Reg (G) ) was appearing correctly in the Portfolio Valuation Report, but the same scheme was missing from the Portfolio Summary PDF Report. This caused inconsistency in reporting for the investor.
Issue Resolved:
The issue has been fixed. The scheme will now appear consistently in both Portfolio Valuation and Portfolio Summary PDF Reports.
Where to Find:
Log in to Investwell
Investor Dashboard > Report > Portfolio Valuation
Where to Find:
Log in to Investwell
Investor Dashboard > Report > Portfolio Summary
UCC Import Shows Success, but Data Not Reflected:
Issue Reported:
An issue was reported where, after importing a UCC, the system displayed a message saying "Import Successful", but the UCC details were not getting reflected in the system.
Issue Resolved:
This issue has been resolved. Once the UCC import shows as successful, the corresponding details will now properly reflect in the system.
Upload UCC File:
Log in to Investwell
Dashboard > Invest Online BSE > Profile List
Bank Details Missing in SIP Mining Excel File:
Issue Reported:
An issue was reported where the bank details (Bank Name & Account Number) were not getting captured in the SIP Mining Excel File, even though they were available in the system.
Issue Resolved:
This issue has been resolved. The SIP Mining Excel File will now correctly display the associated bank details.
Where to Find:
Log in to Investwell
Dashboard > Business Analytics > SIP Mining
Deactivated Users Not Shown in User Settings Excel Export:
Issue Reported:
An issue was observed in the User Settings menu. On screen, when a user was deactivated, the Last Login column displayed the status as Deactivated. However, when the data was downloaded in Excel format, the deactivated users were missing from the file.
Issue Resolved:
This issue has been fixed. The Excel export will now correctly include all deactivated users along with their respective status.
Where to Find:
Log in to Investwell
Dashboard > Settings > User Settings
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