Welcome to Investwell Release Notes. We are pleased to inform you about the updates 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. Dashboard Updated:

• Previously, the Broker Dashboard only showed AUM managed through Mutual Funds. 

• Now, the dashboard includes Managed AUM across all asset classes, including Foreign Assets, and adds it to the Total AUM for a complete view of the business.

• Where to Find:

  • Login > Dashboard

2. AI Summarisation in Meeting Notes – CRM: 

• A new AI Summarisation feature has been added to Meeting Notes in CRM. 

• You can now upload a call recording, and AI will automatically:  

  • Transcribe the conversation with multilingual transcription support. 

  • Generate a summary of the discussion. 

  • Suggest relevant actions based on the conversation, helping you create Tasks, Opportunities, or Discussions. 

• This makes it easier to capture key points from client conversations and turn them into actionable CRM activities. 

• Where to Find:

  • Dashboard > Mint CRM > Meetings > Add Note > Upload Recording

3. Login Support for Multiple Users with the Same Mobile Number:

• Previously, if multiple users were registered with the same mobile number, login was blocked with a “Multiple Users Registered” error.

• Now, after entering the OTP, users can select the account they want to log in to.

• This update is applicable to all user types.

• Where to Find:

  • Login >  Enter OTP

4. Send Invoices to Clients in Bulk:

• Previously, Tax Invoices and Quotations had to be sent to clients individually. Now, you can send these invoices and bills to multiple clients in bulk, making the process faster and easier. This will be particularly useful to our RIA Community of users.

• Where to Find:

  • Dashboard > Billing > Client Bill Register

5. Authenticate Single NSE Orders Instantly:

• Previously, when placing a single order in NSE, the confirmation screen only provided the option to copy the authentication link. 

• Now, you can Authenticate Now directly from the confirmation screen, just like with orders placed through the cart. 

• Where to Find:

• Dashboard > Invest Online NSE > New Investment > Choose Scheme and Complete the process > Authenticate

6. SAC Code Selection for Client Billing:

• Currently, the SAC code is automatically set while creating a client bill and cannot be changed. This update will make the SAC code more flexible based on the entity and ARN billing details. 

• SAC Code from ARN Details
  If a SAC code is added under ARN Settings > Billing Details, it will be prefilled while creating the client bill. The user can change it if required.

• SAC Code Selection
  If no SAC code is available in ARN details, the applicable default SAC code will be prefilled. 

• For Example - 997152 for ARNs and 997156 for RIAs. Custom SAC Code
  Another option will allow users to enter a custom SAC code. This code will be used only for that bill and will not be saved against the ARN.

• Where to Find:

  • Dashboard >  Billing > Create Client Bill

• Where to Find:

  • Dashboard >  Settings > ARN Settings > Billing Details

7. Create Tasks and Opportunities in Bulk from Investor Data Mining: 

• Investor Data Mining now lets MFDs take action directly from the investor list. 

• After identifying investors using the available filters, you can now:

  • Create a Task or Opportunity for an individual investor.

  • Select multiple investors and create Tasks or Opportunities in bulk.

• This makes it easier to move from identifying investors to taking action, without leaving the Data Mining screen.

• Where to Find:

  • Dashboard > Portfolio Management > Investor Data Mining

8. Introducing Segments in Clients:

• Segments make it easier for MFDs to organise clients into meaningful groups based on specific criteria. 

• With Segmentation, you can:

  • Create custom client groups based on parameters such as AUM, age, client type and other details.

  • Combine multiple conditions using AND and OR rules to create more specific segments.

  • Save segments for future use and quickly access the clients who match the defined criteria.

• Find the right clients, group them meaningfully, and take action with ease. 

• Where to Find:

  • Dashboard > Clients

9. SOA Download - CAMS:

• In case of CAMS, if an SOA is requested, the system will request the SOA directly from CAMS. Once it is available, the SOA can be downloaded from the Download Menu.

• Request SOA:

  • Dashboard > Folio Lookup

• Download SOA:

  • Dashboard > Data Management > Downloads

10. Order Tracking Now Live in BSE 2.0:

• Order Tracking is now available in BSE 2.0, giving you better visibility into the progress of an order. 

• You can now:

  • Track order progress across different stages. 

  • Authenticate the order directly from the tracking screen. 

  • View all the stages, from Order Placed to Order Confirmation. 

• This makes it easier to track and manage orders from a single screen. 

• Where to Find:

  • Dashboard > Invest Online BSE 2.0 > My Orders > Track Order

11. CRM Dashboard Revamped:

• The CRM Dashboard has been revamped with an improved widget layout for a clearer view of your daily activities and key metrics. 

• CTAs for Tutorial videos have been added across all CRM modules to help you understand and use the features better.

• Where to Find:

  • Mint Dashboard > CRM

12. Introducing Information Ratio and Up/Down Capture:

• We now show Information Ratio, Up Capture and Down Capture for schemes in Top Schemes, Fund Screener and Factsheet.

• These metrics help MFDs understand how consistently a scheme performs against its benchmark and how it behaves during rising and falling markets.

• View the detailed calculation methodology - Article Link

• Where to Find:

  • Dashboard > Utilities > Top Schemes

Bugs Resolved

1. NSE Additional Purchase with New Scheme fixed:

• Issue Reported:

  • When placing an Additional Transaction in NSE and changing the scheme using the Edit option, the transaction was being treated as a new transaction in our system. However, NSE treats it as an Additional Transaction. 

• Issue Resolved:

  • The logic has been updated to match NSE's process. Scheme changes made through the Edit option are now treated as Additional Transactions, ensuring consistency between our system and NSE.

• Change Scheme in Additional Transaction:

  • Investor Dashboard > Invest Online NSE > Additional Transaction 

2. BSE 2.0 - Guardian DOB Missing and Invalid Guardian for Minor Nominee:

• Issue Reported:

  • While creating a UCC or onboarding an investor in BSE 2.0, the field to enter the Guardian’s Date of Birth was missing, and it showed an “Invalid Guardian Relation” error when the nominee was a minor. 

• Issue Resolved:

  • Both issues have been resolved. 

• Where to Find:

  • Onboarding/Create UCC

3. BSE 2.0- Order Authentication Issue for Minor Profile:

• Issue Reported:

  • Orders placed for a minor investor could not be authenticated, preventing the order from being completed. 

• Issue Resolved: 

  • The issue has been resolved, and orders placed for minor investors can now be authenticated successfully. 

• Where to Find:

  • Investor Dashboard > Invest Online BSE > New Investment

4. NSE UCC Virtual Account Number Prefix Updated for Trading Members and MFDs:

• Issue Reported:

  • An issue was identified with the prefix used for creating Virtual Account Numbers (VAN) for NEFT and RTGS transactions.  

• Issue Resolved:

  • The prefix used for generating the VAN is now distinguished separately for Trading Members and MFDs, ensuring the correct Virtual Account Number is created based on the user type.

5. NSE Invest - Faster UPI Payment Flow:

• Update Made:

• The UPI payment flow in NSE Invest has been improved.

• When the user enters their UPI ID, all the details entered in Mint are now automatically carried forward when the user is redirected to the NSE portal.

• This reduces the need to enter the same details again and makes the payment process faster.

• Where to Find:

  • Dashboard > Invest Online NSE > New Investment 

6. Model vs Client Portfolio – Current Value and Graph Issues:

• Issue Reported:

  • An issue was observed in the Model vs Client Portfolio section where the Current Value shown in the portfolio analysis was significantly different from the actual client portfolio value.

• Issue Resolved:

  • The calculation and graph display have been corrected. The Current Value now reflects the actual portfolio value, and the comparison graph consistently uses T-1 as its latest date, regardless of the selected period.

  • The comparison data is also now loaded only when the user chooses to Compare with Model or Download Portfolio Comparison, making the overall experience more efficient. 

• Where to Find:

  • Dashboard > Portfolio Management > Model Portfolio

7. AUM Report - Duplicate Family Head Entries:

• Issue Reported:

  • In the AUM Report, when the report was grouped by Family Head, the generated report showed the same Family Head multiple times, resulting in duplicate rows. 

• Issue Resolved:

  • This duplication issue has been fixed. The AUM Report now displays each Family Head correctly without duplicate entries. 

• Where to Find:

  • Dashboard > Business Analytics > AUM Report

8. Portfolio Valuation - Inactive Other Assets Showing in Report:

• Issue Reported:

  • In the Portfolio Valuation report, inactive Other Assets were being displayed in both the formatted and unformatted Excel report, even though they were inactive.  

• Issue Resolved:

  • This issue has been fixed. Inactive Other Assets are now excluded from both the formatted and unformatted Portfolio Valuation Excel report. 

• Where to Find:

  • Investor Dashboard > Report > Portfolio Valuation

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