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Investwell Mint (11)
Getting Started Guides (15)
Merging Duplicate Clients
Creating Family of Clients
Demerge Clients
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Portfolio Valuation report
Comprehensive Portfolio report
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Import External Funds Using CAS
Email Schedular for Portfolio reports
Folio Lookup & SOA Download
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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
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Security Exposure report
Variance in Allocation report
Brokerage Income Detail and Analysis
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Aadhaar PAN Linking report
Folios without Nominee and missing Nominee Opt out flag
IIN, UCC Communication mismatch with Folio
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Webinar 1 | Invest Online & Portfolio Valuation Report
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How to enter PPF in Mint
Add Fixed Deposits for Investors
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RM Incentive Module
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Transmission/Gifting Usage Guide