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Discussions Investwell Mint
Feature Requests 171

p
Require PDF option for Trailing returns and Rolling returns in mint
Posted by prospertive, over 4 years ago
T
can we show folio comment in bold in valuation report
Posted by Tejas Shah, over 4 years ago
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Require the No. of Installment option for STP
Posted by prospertive, over 4 years ago
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Require stimulation report for ceased sip
Posted by prospertive, over 4 years ago
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In Progress
Requir PDF,Excel option for redemption Stimulation
Posted by prospertive, over 4 years ago , 2 votes
p
Require common stock percentage overlapping in clients portfolio
Posted by prospertive, over 4 years ago
M
Tax Package report
Posted by Mehul Shah, over 4 years ago , 2 votes
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Implemented
GoalPlanner GoalSetup Need Date instead of only year (yyyy)
Posted by GB FINANCIAL SERVICES, over 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, almost 5 years ago , 1 vote
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Implemented
Client search option in Task Manager
Posted by Mehul Shah, almost 5 years ago , Last Reply by Suresh P Vithlani almost 5 years ago , 3 votes