Feature Requests (183)

Default ARN selection option for Onboarding

Posted over 3 years ago by Manish Aggarwal, 1 Vote

Feedback-Add Maturity Date Column In Insurance Section

Posted over 3 years ago by ARVIND SHARMA, 1 Vote

More comprehensive Schemes Comparison data required

Posted over 3 years ago by Pinnacle Financial and Investments Services Pvt. Ltd, 1 Vote

Annualized Return should be available

Posted over 3 years ago by Pinnacle Financial and Investments Services Pvt. Ltd, 1 Vote

Requesting Goal SIP for the AMC Schemes which are available in NSE PLAtform

Posted 8 months ago by Jeyvenkatesh Rajagopal, Last Reply by Suresh P Vithlani 8 months ago , 1 Vote

Require Details In Insurance Module

Posted almost 5 years ago by Admin Team, 1 Vote

Task Manager - provide Upload option

Posted 4 months ago by Sailesh.mulleti, Last Reply by Suresh P Vithlani 3 months ago , 1 Vote

Risk Profile Category has to be printed on pdf generated

Posted 7 months ago by HiFinancez, 1 Vote

Suggestion - Fund Selector feature should have multiple selection option from drop downs.

Posted over 3 years ago by Money Mantra Investments, 1 Vote

referred by record for client

Posted over 4 years ago by RAKESH KUMAR SINGHAL, 1 Vote