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

1. NSE Invest - Sync Profile and Mandate Details by UCC:

• Advisors can now sync the profile and mandate details of any specific UCC in NSE Invest. Simply enter the UCC number and click on Sync. The details will be directly fetched from NSE and updated.

• This works in both cases:

  • If the UCC is not present in Mint, it will be imported.

  • If the UCC already exists, its data will be updated.

• Where to Find:

  • Log in to Investwell 

  • Dashboard > Invest Online NSE Invest > Profile List

2. Transmission Module - Transfer Only Balance Transactions:

• We have introduced a new “Transfer Only Balance Transactions” option in the Transmission module.

• Now, when moving holdings from Folio A to Folio B, you can choose to transfer only the balance transactions instead of all transactions.

• This ensures that:

  • Capital Gain reports for the target folio will be accurate.

  • Only the balance units are consolidated or transferred.

• Where to Find:

  • Log in to Investwell

  • Dashboard > Data Management > Transmission Process 

3. Calculators - Extended Time Period up to 50 Years:

• We have enhanced the calculators in Mint by extending the maximum calculation period from 30 years to 50 years.

• This applies to:

  • SIP Calculator

  • Lumpsum Calculator

  • STP Calculator

  • SWP Calculator

• Advisors and investors can now project investments over a longer horizon for better long-term planning.
  

• Where to Find:

  • Log in to Investwell

  • Dashboard > Utilities > Calculators

4. Bulk Upload - Now Supports Prudent Format:

• With the latest update, advisors using Prudent can now bulk upload their transactions in Prudent format directly into Investwell Mint.

• Earlier, Mint supported only NJ and FundsIndia formats.

• Where to Find:

  • Log in to Investwell 

  • Dashboard > Data Management > Create Transaction > Bulk Upload (Share & Bond)

5. Scheme Compare - Download Rolling Return as PDF:

• We’ve added a new option in the Scheme Compare > Rolling Return, which allows the user to download the report directly in PDF format.

• Where to Find:

  • Log in to Investwell 

  • Dashboard > Utilities > Scheme Compare > Rolling Return

6. Invest Online BSE - Prefill Nominee Address in UCC Profile Creation:

• We’ve made a small but useful improvement in UCC Profile Creation in Invest Online BSE.

• Now, in the Nominee Details section, a new checkbox “Same address as Primary Holder” has been added.

• When checked, the nominee’s address will be automatically prefilled with the primary holder’s address, saving time during profile creation.

• Where to Find:

  • Log in to Investwell 

  • Dashboard > Invest Online BSE > Profile List 

7. Client Finder - Now Mobile Responsive:

• We’ve improved the Client Finder in the mobile web browser. The interface is now fully responsive, making it easier to search and manage clients seamlessly from your mobile device.

• Where to Find:

  • Log in to Investwell 

  • Investor Home Screen > Clients

Bugs Resolved

1. Cash Flow Report - Filters Missing in Excel Download:

• Issue Reported:

  • In the Cash Flow Report, when downloading the Excel file, the applied filters such as Group By and Transaction Types were not reflected in the downloaded file.

• Issue Resolved:

  • This has been corrected. The Excel download now respects your applied filters, ensuring you get the exact filtered data you selected.

• Where to Find:

  • Log in to Investwell

  • Dashboard > Business Analytics > Cash Flow 

2. Balance Amount Mismatch in SWP Planner:

• Issue Reported:

  • In the SWP Planner calculator, when the SWP End Date and the evaluation date were set to the same, the generated data showed inconsistent balance amounts across different sections.

• Issue Resolved:

  • This has been fixed. The balance amount is now calculated consistently and reflects the same value everywhere in the report.

• Where to Find:

  • Log in to Investwell

  • Dashboard > Utilities > Calculator > SWP Planner

3. Wrong Family Head Name in Investor Data Mining Report:

• Issue Reported:

  • In the Investor Data Mining report, when data was grouped by Family Head, the generated report incorrectly displayed the family member’s name instead of the actual Family Head.

• Issue Resolved:

  • This issue has been fixed. The report will now correctly show the Family Head name.

• Where to Find:

  • Log in to Investwell

  • Dashboard > Investor Data Mining

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