Feature Requests (171)

Task Manager - provide Upload option

Posted about 1 month ago by Sailesh.mulleti, Last Reply by Suresh P Vithlani 19 days ago , 1 Vote

Investment Goal Feature Summary & Details in Client/MFD App must shows Folio Number in mapped Schemes

Posted about 2 months ago by StayAhead Financial Services, Last Reply by Suresh P Vithlani 19 days ago , 2 Votes

Information Ratio

Posted about 2 months ago by Finwin Ventures, 2 Votes

Feature Request: Auto-Populate Address Fields & Nominee Address Copy Option

Posted 3 months ago by Jeyvenkatesh Rajagopal, 3 Votes

Risk Profile Category has to be printed on pdf generated

Posted 5 months ago by HiFinancez, 1 Vote

Regenerate or Reuse Previous Cart Orders and Standard Cart Templates with Predefined Schemes

Posted 5 months ago by Jeyvenkatesh Rajagopal, Last Reply by GOAL FINANCIALS 4 months ago , 2 Votes

Requesting Goal SIP for the AMC Schemes which are available in NSE PLAtform

Posted 6 months ago by Jeyvenkatesh Rajagopal, Last Reply by Suresh P Vithlani 5 months ago , 1 Vote

Alert Notification should allow to select investors manually

Posted 7 months ago by Anant Investment Distributors, Last Reply by Anant Investment Distributors 7 months ago , 1 Vote

Tagging Individual Folios and filter by tags while searching to track easily.

Posted 7 months ago by Anant Investment Distributors, 1 Vote

Drilldown in SIP data from dashboard screen -

Posted 8 months ago by Nandyavarta, 2 Votes