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. New Feature - Write with AI in Portfolio Rebalancing: 

• In the Portfolio Rebalancing menu, creating notes is now easier with the new “Write with AI” feature.

• Earlier, advisors had to manually write the summary. Now, based on the rebalancing actions taken, the system can generate a crisp and precise summary note automatically.

• This helps save time and ensures clear, consistent communication of portfolio changes.

• Where to Find:

  • Investor Dashboard > Report > Portfolio Rebalancing > Write with AI > PDF download

2. Updates in Transmission Process Menu:

• We’ve made a couple of improvements in the Transmission Process menu.

• Please note that deleting a record from this menu will only remove it from the action history and will not reverse the transfer.

• If the transfer needs to be redone, the related folio transactions must first be deleted and reconciled before initiating the transfer again.

• Where to Find:

  • Dashboard > Data Management > Transmission Process

• Update Gifting Transmissions

  • Dashboard > Data Management > Transmission Process

3. ARN Settings - Verify Button for RTA Credentials: 

• A Verify button has been added in the ARN Settings, RTA credentials section. This is available for all types of RTA credentials.

• This can be used to verify the credentials if you see “Issues Found” on the Dashboard under the credentials status section.

• Where to Find:

  • Dashboard > Settings > ARN Settings - RTA Credentials

4. Motilal Oswal PMS Current value Sync Now Available:

• You can now sync Motilal PMS's current value in Investwell Mint. 

• This allows advisors to update valuations instantly whenever required, ensuring portfolio reports always reflect the most recent data. 

• Where to Find:

  • Dashboard > Settings > PMS Credentials > Click on Sync

5. My SIP’s Menu - Additional Bank Details Added:

• In the My SIP’s menu, under the Systematic Registration Details section, two new columns have been added next to the ARN column:

  • Bank Name

  • Account Number

• This enhancement provides better visibility into the bank details associated with each SIP registration.

• Where to Find:

  • Investor Dashboard > My SIP’s

6. Scheme Compare - Launch Date Visibility Added:

• In the Scheme Compare menu, the Selected Schemes section now displays the launch date for each selected scheme.

• This helps you quickly understand the age of the schemes while comparing them.

• Where to Find:

  • Dashboard > Utilities > Scheme Compare

7. Updates in Client Billing:

• A few improvements have been made to enhance the billing experience:

  • The email subject line has been updated from Bill for <Client Name> to Advisory Bill for <Client Name>. 

  • Billing emails can now be sent to the client’s secondary/alternate email ID as well. 

• Create and Send Client Bill:

  • Dashboard > Billing > Create Client Bill

• Send Bill to Client:

  • Dashboard > Billing > Client Bill Register

8. Goal Planner: Progress Bar Enhancement:

• The Goal Progress Bar in the Goal Planner has been improved for better visibility. 

• Different goal statuses, such as Shortfall, On Track, Overdue, and Surplus, are now displayed in distinct colours, making it easier to quickly understand the progress and status of each goal. 

• Where to Find

  • Dashboard > Utilities > Goal Planner

9. Sub Broker Payout: Improvements in PDF file:

• The Sub Broker Payout PDF has been updated to a more concise, summary format. 

• The PDF now presents key information in a shorter and easier-to-understand layout.

• For detailed transaction-level data, you can continue to download the Excel report. 

• Where to Find:

  • Dashboard > Brokerage > Verify Payout and Post

Bugs Resolved

1. Email Scheduler – Tag Filter not Working Correctly:

• Issue Reported:

  • An issue was reported in the Email Scheduler where a user filtered clients based on specific tags. After applying the filter, the user selected all clients using the Select All checkbox and ran the campaign. However, instead of sending emails only to the filtered clients, the campaign was sent to the entire client list, ignoring the applied filters. 

• Issue Resolved:

  • The selection logic has been corrected. The Select All option now respects the applied filters, ensuring that email campaigns are sent only to the intended, filtered set of clients.

• Where to Find:

  • Dashboard > Email Scheduler 

2. Improved Search Experience in Scheme Compare - Select Scheme Model:

• Enhancement:

  • We’ve improved the search experience in the Scheme Compare for Select Scheme Model section to make it more intuitive and user-friendly. 

• What’s Changed: 

  • Earlier, users had to manually type and remember the model portfolio name to search for it. Now, when you click on the search bar, it will automatically display a list of all created model portfolios, arranged in order (newest to oldest).

  • This makes it easier to browse and select model portfolios without needing to recall exact names.

• Where to Find:

  • Dashboard > Utilities > Scheme Compare

3. NSE Invest – NACH Mandate Not Showing for Joint Holding Pattern:

• Issue Reported:

  • In NSE Invest, while creating a mandate for the joint holding pattern, the NACH mandate option was not appearing, restricting users from proceeding with mandate creation. 

• Issue Resolved:

  • This issue has been fixed. The NACH mandate option now displays correctly for Joint holding patterns, allowing seamless mandate creation.

• Where to Find:

  • Dashboard (Broker/Investor) > NSE Invest > Profile List > Actions (Create Mandate/Submit Mandate)

4. Mirae Asset Capital Contract Note Upload Issue:

• Issue Reported:

  • An issue was observed where the Mirae Asset Capital contract note was not getting uploaded, preventing the file from being processed. 

• Issue Resolved:

  • This issue has been fixed. Mirae Asset Capital contract notes can now be uploaded and processed successfully.

• Where to Find:

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

5. CAS Import – PDF Upload Issue:

• Issue Reported:

  • An issue was observed during CAS import, where the PDF upload was failing, preventing users from processing the CAS file. 

• Issue Resolved:

  • This issue has been fixed. CAS PDF files can now be uploaded and processed successfully without any errors.

• Where to Find:

  • Dashboard > Data Management > CAS Import

6. Cross-Sell Report – Incorrect Data Visibility for Subbroker Login:

• Issue Reported:

  • When logged in as a Subbroker and viewing the Cross Sell Report grouped by Service RM, the report was showing data for all the Service RMs under the Admin, instead of only the relevant Service RMs. 

• Issue Resolved:

  • The data access logic has been corrected. Subbroker users will now only see data for their mapped Service RMs, ensuring proper role-based visibility and accurate reporting.

• Where to Find:

  • Dashboard > Business Analytics > Cross-Sell Report

7. UCC Transaction Restriction for ARN Mismatch:

• Issue Reported:

  • Transactions were being allowed even when the UCC was created under one ARN and the AMC-ARN mapping existed under a different ARN, which is not a valid scenario. 

• Issue Resolved:

  • Validation has been added to restrict such transactions. If there is an ARN mismatch, the system will now show the message: “Transaction not allowed. Please contact Admin.” 

8. Create Mandate Option Not Visible After CAN Creation via KYC Onboarding:

• Issue Reported:

  • For advisors using the MFU exchange, after creation of the client and CAN via KYC onboarding, the Create Mandate option was not visible.

• Issue Resolved:

• This issue has been fixed. The Create Mandate option now appears correctly.

• Where to Find:

  • Dashboard > Invest Online MFU > Mandate List

9. Bond Maturity Email – Incorrect Maturity Value Displayed:

• Issue Reported:

  • In the Bond Maturity email, the amount shown to investors was calculated as the sum of bond transactions (purchase + dividend), without considering the current NAV of the bond. This resulted in an incorrect maturity value being communicated. 

• Issue Resolved:

  • The calculation logic has been updated. The maturity amount in the email now considers the current NAV of the bond, ensuring that investors see the accurate and up-to-date value. 

• Send Bond Maturity Alert Email:

  • Dashboard > Business Analytics > Alert Reports 

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