Feature Requests (177)

Please enable Individual client Level Redemption rights

Posted 9 months ago by Jeyvenkatesh Rajagopal, Last Reply by Anuj Jain 9 months ago , 1 Vote

Large / Mid / Small Cap Allocation under Asset Allocation of Client Menu

Posted over 1 year ago by Manish Agrawal, Last Reply by Anuj Jain over 1 year ago

Current Month SIP in IOS under MY SIP

Posted about 4 years ago by WEALTH VEDA

Dividend column in Portfolio report

Posted almost 5 years ago by Vipul Jain

GoalPlanner GoalSetup Need Date instead of only year (yyyy)

Posted almost 5 years ago by GB FINANCIAL SERVICES, 2 Votes

Client search option in Task Manager

Posted about 5 years ago by Mehul Shah, Last Reply by Suresh P Vithlani almost 5 years ago , 3 Votes

Feature(Mint software) to Enter Inflation Rate depending on type of Financial Goal(All goals cant have same inflation rate)

Posted over 5 years ago by Adhiraj Vivek Sinaimopkar, Last Reply by Adhiraj Sinai Mopkar about 5 years ago , 3 Votes

Suggestion: Family Head field selection in Client Edit

Posted over 5 years ago by MLAP SECURITIES, 1 Vote