Request to Introduce One-Click Invoice Generation for AMCs

Posted 28 days ago by Jeyvenkatesh Rajagopal

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Jeyvenkatesh Rajagopal
Jeyvenkatesh Rajagopal

Dear Investwell Team,


As a registered Mutual Fund Distributor, I greatly appreciate the reliable services provided by you.


We request you to introduce the following enhancements at the earliest:


  • Invoice upload facility directly from Investwell to AMCs/RTAs.
  • One-click invoice generation based on payments released.

These features would streamline our compliance and billing processes significantly. Please let us know the expected timeline for rollout or any beta access opportunities.


Thank you for your attention. Looking forward to your positive response.


Best regards,

Gain Orbit.

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