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Discussions Investwell Mint
Feature Requests 170

T
can we show folio comment in bold in valuation report
Posted by Tejas Shah, over 4 years ago
p
Require the No. of Installment option for STP
Posted by prospertive, over 4 years ago
p
Require stimulation report for ceased sip
Posted by prospertive, over 4 years ago
p
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
G
Implemented
GoalPlanner GoalSetup Need Date instead of only year (yyyy)
Posted by GB FINANCIAL SERVICES, over 4 years ago , 2 votes
K
Add Tax Invoice Credit Note Entry Option_Investwell Mint _Billing / Create AMC Bill
Posted by Krishna, over 4 years ago , 1 vote
M
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
I
Portfolio Auto Rebalancing based on Asset Allocation
Posted by Ifa.darshini, almost 5 years ago , 1 vote