Sorted by
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October & November 2021 Updates
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PDF Reports Customization
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Find Low Earning Rate holdings from Brokerage Income Detail
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Capital Gain Unrealized Report in Detailed format
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Fund Picks added in Mint Web browser
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Birthday Summary Mailer to Brokers
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Email sending to Secondary email id in Client profile
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Transaction Statement - Show Switch in Source and Switch Out Target Scheme names
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Relationship Manager and Sub broker auto mapping
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Comprehensive Portfolio with Benchmark Scheme names and XIRR