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8069212969
Solution home
Investwell Mint
Getting Started Guides
15
Merging Duplicate Clients
Creating Family of Clients
Demerge Clients
Create a New Relationship Manager & Sub-Broker User
Assign a Relationship Manager to Your Clients
View all 15
Portfolio Reports
3
Portfolio Valuation report
Comprehensive Portfolio report
Capital Gain reports
Utilities for Advisors
7
Import External Funds Using CAS
Email Schedular for Portfolio reports
Folio Lookup & SOA Download
Model Portfolio Review utility
Rolling return Calculator
View all 7
NSE/BSE/MFU Guides
11
Create new UCC using BSE Star MF Integration
Upload BSE UCC and Mandates of existing clients
Create a Mandate in BSE Mandate
Create IIN using NSEnMF integration
Upload CAN and Mandates of existing clients
View all 11
Business Analytics Reports
3
Security Exposure report
Variance in Allocation report
Brokerage Income Detail and Analysis
Compliance Reports
9
Aadhaar PAN Linking report
Folios without Nominee and missing Nominee Opt out flag
IIN, UCC Communication mismatch with Folio
Aadhar Linking Missing - Compliance Report
EUIN Remediation - Compliance Report
View all 9
Mint Training Webinars
1
Webinar 1 | Invest Online & Portfolio Valuation Report
Entry of different types of Assets
2
How to enter PPF in Mint
Add Fixed Deposits for Investors
Brokerage Reports
1
RM Incentive Module
SIP Reports
1
SIP Reports