Feature Requests (183)

Require Meeting Discussion Notes Option

Posted about 2 years ago by prospertive, 4 Votes

Need multiple selection option for Category Filter in AUM Report Menu

Posted about 2 years ago by MONETONIC FINANCIAL SERVICES PRIVATE

Provide rejected mandate delete option for NSE

Posted over 2 years ago by Jeyvenkatesh Rajagopal, Last Reply by Anuj Jain over 2 years ago , 1 Vote

Please add a delete option for inactive clients, moved out clients.

Posted over 2 years ago by Jeyvenkatesh Rajagopal, Last Reply by Suresh P Vithlani about 2 years ago

Data Management Suggestions

Posted over 2 years ago by VIGNESH KAMATH, 2 Votes

Scheme comparision option - Expense retio is missing.

Posted over 2 years ago by Sanjay Malgonde

Scheme Compare should have indexing button

Posted over 2 years ago by Yogesh Bhave, 2 Votes

Equity Large mid small % required also

Posted over 2 years ago by Sagar Kirankumar Panchal, 2 Votes

Client Target Asset allocation setup in setting

Posted over 2 years ago by Vijaibabu, Last Reply by Vijaibabu over 2 years ago

Add save option as template in comprehensive portfolio report

Posted over 2 years ago by Vijaibabu