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. Introducing Cart in NSE Invest:

• We have introduced a Cart feature in NSE Invest, allowing users to add multiple schemes, group them by transaction type, and place orders for each type at once.

• This simplifies transaction management by grouping multiple orders

• Once schemes are added to the cart in the Investor Portal, they will also be reflected in the cart in the Broker Portal.

• Add Schemes to the Cart in the Investor Portal:

  • Investor Dashboard > Invest Online NSE Invest > Cart

• Added schemes will be grouped according to the transaction type.

• View in Advisor Portal:

  • Dashboard > Invest Online NSE Invest > Cart

2. NSE Invest: My Order Status Filter Enhancement:

• We’ve enhanced the filters available in the My Order → Status column.

• Earlier, you could only filter by three options — Initiated, Failed, and Success.

• Now, we’ve made it more detailed by adding additional filter options to help you track your orders more accurately.

• Additionally, the Remarks column will now display the exact remarks received from NSE for better clarity and transparency.

• Where to Find:

  • Dashboard > Invest Online NSE Invest > My Orders

3. Improved Onboarding Flow for Existing Users:

• Previously, during onboarding, if a mobile number already existed in our system, the process stopped with an error message, “Account registration failed”.

• Now, if the mobile number already exists, the user will be logged in directly to their dashboard after authenticating via OTP, ensuring a seamless flow without interruptions.

• Where to Find:
  

  • Sign up > Enter Mobile Number > Authenticate via OTP

4. Enhancements in User-Defined Security Bulk Upload:

• We’ve enhanced the User-Defined Security Bulk Upload feature.

• Now, the sample file includes the option Dividend Payout Entry and Bonus, which was earlier available only when adding securities individually.

• This update makes it easier to manage and upload complete data in one go.

• Where to Find:

  • Dashboard > Data Management> Add Transaction > Share and Bond > Bulk Upload

5. New Alert – Bond Maturity Alert Added in Alert Reports:

• A new Bond Maturity Alert has been introduced in the Alert Reports menu.

• You can now view upcoming bond maturity alerts directly from the alert reports menu and configure them to appear on the Broker Dashboard.

• Additionally, you can schedule Bond Maturity Alerts using pre-built templates in the Email Scheduler.

• View in Alert Reports Menu:

  • Dashboard > Business Analytics > Alert Reports 

• Alert Setup:

  • Dashboard > Settings Configuration > Alert Reports 

6. New “Rejected” Tab Added in Mandate List – Invest Online BSE:

• We’ve added a new “Rejected” tab in the Mandate List menu under Invest Online BSE.

• This tab displays a filtered list of mandates whose status is marked as Rejected, allowing you to easily track and review such cases.

• Where to Find

  • Dashboard > Invest Online BSE > Mandate List

Bugs Resolved

1. Asset Allocation Report – Real Estate Value Issue:

• Issue Reported:

  • In the Asset Allocation Report, the Real Estate column was missing in the Excel download. Additionally, the on-screen Real Estate values were displaying incorrectly.

• Issue Resolved:

  • We’ve fixed the issue so that the Real Estate column now appears correctly in the Excel download, and the on-screen values accurately reflect the real estate holdings.

• Where to Find:

  • Investor Dashboard > Reports > Profile List

2. Mandate Bank Name Mismatch Issue in NSE Invest:

• Issue Reported:

  • In some cases, the bank name displayed in the Mandate List under NSE Invest was incorrect, leading to confusion while identifying the linked mandate.

• Issue Resolved:

  • We’ve fixed this issue, so the correct bank name now appears consistently in the Mandate List, ensuring clarity and accuracy for users managing their mandates.

• Mandate List:

  • Dashboard > Mandate List 

3. Excel Download Issue Fixed in SIP Calculator (Scheme Compare):

• Issue Reported:

  • In the SIP Calculator under the Scheme Compare section of Utilities, users were able to download the PDF report successfully, but the Excel download option was not working.

• Issue Resolved:

  • We’ve fixed this issue, and users can now seamlessly download both PDF and Excel files from the SIP Calculator without any interruptions.

• Where to Find:

  • Dashboard > Utilities > Scheme Compare > SIP Calculator

4. Blank Family Head Names in AUM Report:

• Issue Reported:

  • In the AUM Report, some entries were showing blank values in the Family Head column, even though the data existed in the system.

• Issue Resolved:

  • This issue has been fixed, and the Family Head names will now display correctly across all records in the AUM Report.

• Where to Find:    

  • Dashboard > Business Analytics > AUM Reports > Group By- Family Head

5. Mandate ARN Mismatch in NSE Invest:

• Issue Reported:

  • In some cases, when a broker has multiple ARNs linked to their profile, selecting one ARN during the investment process does not reflect correctly on the next screen. Instead, the system may still default to another ARN associated with the broker.

• Issue Resolved:

  • The logic has been updated to ensure that the ARN selected during the investment process is consistently applied throughout all screens, preventing any mismatch with mandates.

• Where to Find:

  • Investor Dashboard > Report > Portfolio Snapshot

6. Mandate List Sorting Order Updated in NSE Invest:

• Issue Reported:

  • Previously, in NSE Invest, the mandate list was sorted in Z to A order based on the investor name.

• Issue Resolved:

  • We have updated the logic to now sort the mandate list in descending order of mandate creation date, ensuring that the most recently created mandates appear at the top.

• Where to Find:

  • Dashboard > Invest Online NSE Invest > Mandate List 

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