Feature Requests (204)

Investwell CRM - Feature Enhancement Suggestions

Posted 5 days ago by Chaitanya Gurram

Client onboarding

Posted about 1 month ago by investG

Benchmark in Portfolio Valuation Report

Posted about 1 month ago by Kalki Financial

Proposal for AIF Statement and Direct Bond Cash Flow Integration

Posted about 1 month ago by Kalki Financial, Last Reply by Anuj Jain 29 days ago

Feature Request – Ageing Report for Better Portfolio Performance Analysis

Posted 2 months ago by Om Investment, Last Reply by Anuj Jain about 2 months ago

Enhancement Request: Mutual Fund Exit Load Details

Posted 3 months ago by WELHER INVESTMENT, 1 Vote

New metrics options Require

Posted 3 months ago by Path2Growth Financial Services, 1 Vote

Display Contact Number on Statement of Account Page

Posted 3 months ago by Chaitanya Gurram, Last Reply by Anuj Jain 3 months ago

AI Assistant Feature Suggestion for Smart Software Navigation, Reporting & Usage Analytics

Posted 4 months ago by KAILASH KUMAR CHHIPA, 7 Votes

Not able to see transaction ARN in mobile application

Posted 4 months ago by Growth Compass Finserve, Last Reply by Anuj Jain 4 months ago