Welcome to Investwell Release Notes. We are pleased to inform you about the updates being made to our software over the last few weeks.

Read through to discover the exciting changes we’ve made just for you.

Feature Updates

1. NSE Invest: Payment Mode Selection for Purchase Orders:

• An update has been made to the Purchase Order flow in NSE Invest.

• Advisors can now select the payment mode while placing a purchase order, with multiple payment options available.

• If Pay Now is selected, choosing a payment mode is mandatory.

• If Share Link via Email is selected, adding payment mode details is optional, giving advisors the flexibility to include or skip this step.

• Where to Find

  • Investor Dashboard > NSE Invest 

2. SIP Calculator Enhancements:

• The SIP Calculator in Investwell Mint has been upgraded to make planning more flexible and practical.

• Earlier, you could calculate the future value by entering the monthly investment, expected return, and time period.

• Now, two additional calculation options are available:

• Calculate Investment Amount    

  • Enter the target amount, expected return per annum, and time period to know how much you need to invest every month.

• Calculate Duration

  • Enter the target amount, expected return per annum, and monthly investment to find out how long it will take to reach your goal.

• These new options help advisors and investors plan SIPs based on clear financial goals, not just monthly contributions.

• Where to Find:

  • Dashboard > Utilities > Calculators > SIP Calculator

        You can add recommended schemes to invest in to meet the goal. So now you can make complete proposals with the calculators.

3. Top Schemes Excel Export: Composition Fields Added:

• The Top Schemes Excel download has been enhanced with additional composition details.

• New columns have been added after the equity market cap allocation fields to show:

  • Equity %, Debt %, Gold %, Global Equity %, Others %

• Where to Find:

  • Dashboard > Utilities > Top Schemes 

            Excel File

4. Broker Dashboard: Business Insights View Retained:

• A small but useful improvement has been made to the Broker Dashboard.

• Once a broker clicks “View Business Insights”, the insights section will load and remain visible even if the user navigates to another page and comes back. This state will be retained for the entire day.

• The next day, the insights will again be hidden under “View Business Insights” by default.

• Where to Find:

  • Dashboard

5. MFU: My Orders Excel Export Enhanced:

• A new Notes column has been added to the My Orders Excel download in MFU.

• Where to Find:

  • Dashboard > Invest Online MFU > My Orders 

            Excel File

6. SSO Login Improvement:

• We’ve improved the SSO login experience to avoid session conflicts.

• Now, if a user logs in via SSO while another session is already active in the same browser, the new login will override the existing session and proceed successfully.

7. VAPT Security Update:

• We have implemented important security enhancements to align with VAPT recommendations and strengthen overall system security.

• The following updates have been applied:

  • Cookies are now configured with the Secure flag

  • SameSite attribute has been updated as per security requirements

  • Missing HTTP Security Headers have been added

• These changes improve data protection, reduce security risks, and ensure better compliance with industry security standards.

Bugs Resolved

1. Zerodha Contract Note Upload Issue:

• Issue Reported:

  • An issue was reported where users were unable to upload the Zerodha contract note, resulting in a failed upload process.

• Issue Resolved:

  • This issue has been resolved, and Zerodha contract notes can now be uploaded successfully without any errors.

• Where to Find:

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

2. NSE Invest – Update in Redemption Bank Account Handling:

• For redemption orders in NSE Invest, the handling of bank account details has been updated:

  • For physical mode redemptions, the bank account number will now be sent as blank.

  • For demat mode redemptions, the default UCC bank account will continue to be used.

• Place Redemption Order:

  • Investor Dashboard > NSE Invest > Additional Transaction (Redemption)

3. NSE Invest Onboarding Issue:

• Issue Reported:

  • While onboarding through NSE Invest, some user profiles were not getting created due to an issue with the MICR number. The MICR field allows only 9 digits, but since there was no strict validation earlier, users were sometimes entering more than 9 digits, which caused the profile creation process to fail. 

• Issue Resolved:

  • A validation has now been added to restrict the MICR number to exactly 9 digits. This ensures correct data entry and allows profiles to be created successfully during onboarding.

• Where to Find:

  • Onboarding Flow > Bank Details Section

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