InvestWell Helpdesk
Welcome
Login
Sign up
Home
Solutions
Forums
How can we help you today?
Enter your search term here...
Search
New support ticket
Check ticket status
0124-4707474
Start a new topic
Discussions
InvestWell Corporate - SQL
Feature Request
Client summary report
R
Rakesh M
started a topic
almost 8 years ago
holding days and %cagr/xirr in investment snapshot since inception
3 people like this idea
Login
or
Signup
to post a comment
More topics in
Feature Request
As on Date on every page required
Addition of second holder space in printwell
Node Installation Guide
Investment Date in Client Portfolio Summery
Include SIP and AUM columns for list of folios with goals
Auto Thankyou & Welcome mail post registration to the prospective client
Client report detailed is full fledged
ARN wise Cash flow Report
Generate Portfolio absolute returns net of fees paid
See all 45 topics
Rakesh M
holding days and %cagr/xirr in investment snapshot since inception
3 people like this idea