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Discussions Investwell Mint
Feature Requests 170

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In Progress
One-page report for tax harvesting.
Posted by WELHER INVESTMENT, over 1 year ago , Last Reply by Suresh P Vithlani over 1 year ago , 2 votes
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Implemented
Large / Mid / Small Cap Allocation under Asset Allocation of Client Menu
Posted by Manish Agrawal, over 1 year ago , Last Reply by Anuj Jain over 1 year ago
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Provide Trend chart of AUM and SIP in Dashboard
Posted by Vijaibabu, about 2 years ago , Last Reply by Jeyvenkatesh Rajagopal over 1 year ago , 2 votes
Required Smart Swtich/Auto Switch for NFO Combo funds.
Posted by Jeyvenkatesh Rajagopal, over 1 year ago
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Note Facility For Distributor
Posted by Kanethic Pvt Ltd, over 1 year ago
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Improving Brokerage Tracking in Investwell
Posted by Brew Wealth, over 1 year ago , Last Reply by Anuj Jain over 1 year ago , 1 vote
Allow SIP Date EDIT option in the CART Order section
Posted by Jeyvenkatesh Rajagopal, over 2 years ago , Last Reply by Brew Wealth over 1 year ago , 1 vote
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Please add provision to sent Goal status report and SOA directly to customer email
Posted by Vijaibabu, almost 2 years ago , Last Reply by Anuj Jain over 1 year ago , 2 votes
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App login via otp
Posted by Moneybud, over 1 year ago , 1 vote
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Apply report format to all customers
Posted by Nandyavarta, almost 2 years ago , Last Reply by Anuj Jain almost 2 years ago