Discussions : InvestWell Helpdesk

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Mint Release Note 03-01-2025

Posted by Prashant Verma, 9 days ago
Last Reply by Prakash Gupta 7 days ago
Mint Release Note 20-12-2024

Posted by Prashant Verma, about 1 month ago
Last Reply by Prashant Verma about 1 month ago
Mint Release Note 29-11-2024

Posted by Prashant Verma, about 2 months ago
Last Reply by Prashant Verma about 2 months ago
Mint Release Note 15-11-2024

Posted by Prashant Verma, 2 months ago
Last Reply by Prashant Verma 2 months ago
Mint Release Note 01-11-2024

Posted by Prashant Verma, 2 months ago
Last Reply by Prashant Verma 2 months ago

Fwd: Urgent Request for Feature Implementation in InvestWell Software

Posted by Sumit Radheshyam Murarka, 8 days ago
Last Reply by Sumit Radheshyam Murarka 8 days ago
Urgent Requirement: Excel Report Configuration for Better Presentation

Posted by Sumit Radheshyam Murarka, 8 days ago
Last Reply by Sumit Radheshyam Murarka 8 days ago
EUIN on transaction page

Posted by Nandyavarta, 8 days ago
Last Reply by Nandyavarta 8 days ago
Goal for family members

Posted by DeepaAdmin, 22 days ago
Last Reply by Suresh P Vithlani 8 days ago
Please enable Individual client Level Redemption rights

Posted by Jeyvenkatesh Rajagopal, 27 days ago
Last Reply by Anuj Jain 8 days ago

Testing Alert.

Posted by Rabab Sabuwala, 5 months ago
Last Reply by Rabab Sabuwala 5 months ago

Version Update 29th April 2020

Posted by Anuj Jain, almost 5 years ago
Last Reply by Anuj Jain almost 5 years ago
Version Update 18th June 2019

Posted by Anuj Jain, over 5 years ago
Last Reply by Anuj Jain over 5 years ago
Version Update 30 April '19

Posted by Anuj Jain, almost 6 years ago
Last Reply by Anuj Jain almost 6 years ago
Version Update 27 March '19

Posted by Anuj Jain, almost 6 years ago
Last Reply by Anuj Jain almost 6 years ago
Version Update 19 Feb '19

Posted by Anuj Jain, almost 6 years ago
Last Reply by Anuj Jain almost 6 years ago

Drilldown in SIP data from dashboard screen -

Posted by Nandyavarta, 4 days ago
Last Reply by Nandyavarta 4 days ago
Confusion with Gain and overall gain calculation in mobile app

Posted by Vijaibabu, over 1 year ago
Last Reply by Anuj Jain over 1 year ago
Financial Button option required in Transaction statement

Posted by Lakshmigain Securities(P) Ltd, about 4 years ago
Last Reply by Lakshmigain Securities(P) Ltd about 4 years ago
CC or BC Client email to subbroker

Posted by Dilip Patel, over 5 years ago
Last Reply by Dilip Patel over 5 years ago
Suggestions and needs

Posted by ZEN SECURITIES LTD, about 6 years ago
Last Reply by ZEN SECURITIES LTD over 5 years ago

UPDATED POLICY NOT SHOWN IN POLICY DOCS IN GENERAL INSURANCE

Posted by Ritambhara, 4 months ago
Last Reply by Ritambhara 4 months ago
SUB-TOTAL IN REALISED GAIN IN EXCEL

Posted by CAPITAL SPROUT, over 3 years ago
Last Reply by CAPITAL SPROUT over 3 years ago
GRAND TOTAL IS NOT SHOWING IN ON SCREEN & PDF VIEW

Posted by CAPITAL SPROUT, almost 4 years ago
Last Reply by CAPITAL SPROUT almost 4 years ago
File saved in the report name +client name

Posted by Lakshmigain Securities(P) Ltd, about 4 years ago
Last Reply by Lakshmigain Securities(P) Ltd about 4 years ago
SIP Mining Report not showing exact data

Posted by SHUBHCHINTAK, over 6 years ago
Last Reply by Kanethic Pvt Ltd almost 5 years ago

Task Manager default filter of created date need to be removed

Posted by VKDwealth, 9 days ago
Last Reply by VKDwealth 9 days ago
SIP Details in mobile and portal

Posted by WEALTH VEDA, about 3 years ago
Last Reply by StayAhead Financial Services 15 days ago
Comprehensive Suggestions for Enhancing Insurance Features in InvestWell

Posted by Invest karo India, 4 months ago
Last Reply by Invest karo India 4 months ago
Need current KYC status report for all clients both RTAs

Posted by Vijaibabu, 10 months ago
Last Reply by Vijaibabu 10 months ago
Dashboard Target/Goal Settings

Posted by Jeyvenkatesh Rajagopal, over 2 years ago
Last Reply by Jeyvenkatesh Rajagopal over 2 years ago