How can we help you today?
Enter your search term here...
New support ticket
Check ticket status
Start a new topic
InvestWell Corporate - SQL
Suggestion for Client Type
ZEN SECURITIES LTD
started a topic
about 1 year ago
Show the client type column in the Software > Setup > Manage Clients displaying whether a client is an Individual or Non-individual or a Minor.
In Folio Query, even though you are showing Joint Holder 1 and Joint Holder 2, please add an additional column that simply shows whether the folio is in Single or Joint mode.
Thanks. ZEN Money.
to post a comment
More topics in
As on Date on every page required
Addition of second holder space in printwell
Node Installation Guide
Investment Date in Client Portfolio Summery
Client summary report
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 44 topics