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Discussions Investwell Mint
Feature Requests 158

K
Note Facility For Distributor
Posted by Kanethic Pvt Ltd, 12 months ago
K
In Progress
Need Common Link to Get Risk Profiler
Posted by Kanethic Pvt Ltd, 12 months ago , Last Reply by Anuj Jain 12 months ago , 1 vote
B
Improving Brokerage Tracking in Investwell
Posted by Brew Wealth, about 1 year ago , Last Reply by Anuj Jain about 1 year ago , 1 vote
Allow SIP Date EDIT option in the CART Order section
Posted by Jeyvenkatesh Rajagopal, almost 2 years ago , Last Reply by Brew Wealth about 1 year ago , 1 vote
V
Please add provision to sent Goal status report and SOA directly to customer email
Posted by Vijaibabu, over 1 year ago , Last Reply by Anuj Jain about 1 year ago , 2 votes
M
App login via otp
Posted by Moneybud, about 1 year ago , 1 vote
N
Apply report format to all customers
Posted by Nandyavarta, over 1 year ago , Last Reply by Anuj Jain over 1 year ago
B
Asset allocation for each goal
Posted by BLUE LAKE FINSERVE, over 1 year ago , 1 vote
p
Planned
Require Meeting Discussion Notes Option
Posted by prospertive, over 1 year ago , 3 votes
Please add a delete option for inactive clients, moved out clients.
Posted by Jeyvenkatesh Rajagopal, over 1 year ago , Last Reply by Suresh P Vithlani over 1 year ago