What's New in Mint? (117)

Email Comprehensive Portfolio Report to Client

Posted over 4 years ago by Anuj Jain

December 2020 Updates

Posted over 4 years ago by Anuj Jain

Send Portfolio reports via Whatsapp

Posted over 4 years ago by Anuj Jain, 1 Vote

Goal Planner Report - All Assets

Posted over 4 years ago by Anuj Jain, 3 Votes

CAS Import - Include transactions of Other ARN

Posted over 4 years ago by Anuj Jain, 1 Vote

Transfer Holdings - Exception Redemption option added

Posted over 4 years ago by Anuj Jain, Last Reply by Anuj Jain over 2 years ago , 1 Vote

Comprehensive Portfolio with Benchmark Scheme names and XIRR

Posted over 4 years ago by Anuj Jain, 1 Vote

Relationship Manager and Sub broker auto mapping

Posted over 4 years ago by Anuj Jain, 3 Votes

Transaction Statement - Show Switch in Source and Switch Out Target Scheme names

Posted over 4 years ago by Anuj Jain, Last Reply by Suresh P Vithlani over 4 years ago , 1 Vote

Email sending to Secondary email id in Client profile

Posted over 4 years ago by Anuj Jain, 1 Vote