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Discussions Investwell Mint
Feature Requests 159

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Require the No. of Installment option for STP
Posted by prospertive, about 4 years ago
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Require stimulation report for ceased sip
Posted by prospertive, about 4 years ago
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In Progress
Requir PDF,Excel option for redemption Stimulation
Posted by prospertive, about 4 years ago , 2 votes
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Require common stock percentage overlapping in clients portfolio
Posted by prospertive, about 4 years ago
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Tax Package report
Posted by Mehul Shah, about 4 years ago , 2 votes
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Implemented
GoalPlanner GoalSetup Need Date instead of only year (yyyy)
Posted by GB FINANCIAL SERVICES, about 4 years ago , 2 votes
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Add Tax Invoice Credit Note Entry Option_Investwell Mint _Billing / Create AMC Bill
Posted by Krishna, about 4 years ago , 1 vote
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Implemented
Client search option in Task Manager
Posted by Mehul Shah, over 4 years ago , Last Reply by Suresh P Vithlani over 4 years ago , 3 votes
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Portfolio Auto Rebalancing based on Asset Allocation
Posted by Ifa.darshini, over 4 years ago , 1 vote
suggestion REGADING FURTHER IMPROVEMENT in fact sheet
Posted by BASUDEV MOHANTY, over 4 years ago , 2 votes