Welcome to Investwell Release Notes. We are pleased to inform you about the updates being made to our software this week.
Read through and stick around till the end to know about the exciting changes made
by us just for you.
Feature Updates
Portfolio Summary - Introducing Combine all Assets in 1 Table:
All assets are now shown in a single table with common columns.
The "Dividend Payout" column is renamed to "Div Payout / Interest
Order placement in mutual funds using the cart icon
This update simplifies portfolio management by consolidating all assets into one table, improving navigation and clarity.
Where to Find:-
Login to Investwell
Go to Investor Dashboard > Reports > Portfolio Summary > Asset Class ( All Assets)
Robo Responder - Improvements:
A message has been added at the end of every Robo Responder conversation to create a more human experience.
The message includes:
Type Help to return to the Main Menu
Type Bye to end the conversation
This update ensures a smooth start and end to each conversation, making the Robo Responder more human-like and improving the overall user experience.
How to Use Robo-Responder:-
The investor simply sends a message saying “Hi”
Robo - Responder responds with a list of options
For those interested in availing of this module, please submit a product inquiry by navigating to Admin > Settings > Investwell Subscriptions
Masked Data Functionality - Improvements:
We've improved our Masked Data functionality to ensure that all previously unmasked information is now securely masked.
This update provides a better consistency in masking the data across both web and mobile browser.
Where to Find:
Login to Investwell
Go to Investor Dashboard > Click on the Profile > Mask Data
Redemption Simulation Report - Introducing PDF:
We've introduced a PDF view option in the Redemption Simulation Report.
Information on “Transaction Type” is added, when grouped by transaction is selected. This allows users to filter between planned and unplanned redemptions.
This update allows users to generate the reports in PDF format with insights on redemptions and their potential gains (if not redeemed).
To download the PDF report
Login to Investwell
Business Analytics > Redemption Simulation > View Type (PDF)
Group by Transaction Type
Login to Investwell
Business Analytics > Redemption Simulation > Group by Transaction
Client Watchlist - Heatmap for Quartile Rankings:
A heatmap has been added to the Watchlist to show quartile rankings of MF schemes.
The color of each box will represent the quartile ranking for the schemes over the years.
This update allows users to quickly visualize the historical performance of their watchlisted schemes through color-coded rankings.
SIP Mining Historical Transactions - Table Totals and ARN Filter:
A row named “Total” has been added to the table when the toggle is switched towards Historical Transactions.
The total row is available in both the On-Screen view and XLS export.
An ARN filter has been added for Historical Transactions.
With this update, the user can easily view the SIP contributions across the entire client list and filter transactions by ARN for more precise analysis.
Where to Find
Login to Investwell
Go to Business Analytics > SIP Mining > Historical Transaction
Brokerage Income Detail - Group by Service RM:
A new option to group by Service RM has been added to the Brokerage Income Detail report.
This will allow the admin to view the brokerage income details by grouping them by Service RM.
To View and Download the Income Detail List
Login to Investwell
Go to Investor > Brokerage > Income Detail > Group By (Service RM)
Service RM EUIN - Prioritization in Transaction Placement:
The system now considers the EUIN of Service RM when placing transactions through NSE/BSE/MFU.
Priority Order:
If a Service RM is assigned to a client, the EUIN of the Service RM will be passed with top priority.
If the Service RM's EUIN is missing, the EUIN of the Sub-broker will be passed.
If the Sub-broker's EUIN is also missing, the EUIN of the RM will be passed.
This new update ensures that the most relevant EUIN is automatically selected during transaction placement, reducing errors
Bugs Resolved
Robo-Responder - No SIP Data Showing for Client with Running SIP
Issue Reported
The Robo Responder incorrectly indicated that an investor did not have any running SIPs, even though the investor had an active SIP
Issue Resolved
The issue has been resolved, and the Robo Responder now accurately reflects the investor's running SIPs.
To View Investment details with Robo-Responder
Simply send a message saying “Hi”
Robo - Responder responds with a list of options
Records Not Getting Imported from the Contract Note
Issue Reported
Some users reported that while importing data from a PDF (contract note), certain records were not being imported.
Issue Resolved
The development team identified and fixed the bug in the system that was causing the issue. Now, all data is being imported successfully
To Import Contract Note
Login to Investwell
Go to Data Management > Create Transaction > Share & Bond > Contract Note
Issue While Uploading CAS File Through OTP
Issue Reported
While importing CAS via OTP and selecting "Existing Client," the process failed after entering the OTP, with an error saying the client already existed.
Issue Resolved
The development team fixed the bug causing this error. Now, the CAS import process works correctly.
To Import CAS via OTP
Login to Investwell
Data Management > CAS Import
Login with OTP: Encountering Multiple User Registered
Issue Reported
A user reported a bug where, during login via OTP, an error showed "Multiple users registered." This happened because the user entered two different phone numbers in two different places during account creation.
Issue Resolved
The development team fixed the bug causing this error. The login process now works correctly with OTP.
Where to Find
Go to the Login Page
Login Via OTP
ELSS Procurement Report in Client Mobile App Giving Error
Issue Reported
A user reported an error in the mobile app where the ELSS procurement report was showing "No record available," even though the user had made investments in ELSS.
Issue Resolved
The development team identified and fixed the bug causing this issue. The report now correctly displays the user's ELSS investments.
To View ELSS Investments In Mobile:
Login to Investwell
Menu > ELSS Investments
DOB Missing for Clients While using Bulk Upload
Issue Reported
A user uploaded a bulk file to update client usernames. The file included columns for client name, PAN, APP Code, IWell Code, and username, while other columns were deleted. After uploading the file, the DOB field was empty for those clients.
Issue Resolved
The development team fixed the issue so that the DOB field is now correctly maintained when updating client information.
To Use Client Bulk Upload
Login to Investwell
Clients > Upload
Email Status Showing Sent for Clients Whose Email ID Doesn’t Exist
Issue Reported
A user reported a bug where, during an email campaign, the status of the email showed as "Sent" for clients who did not have an email ID.
Issue Resolved
The development team fixed the bug so that the email status now accurately reflects the email sending status for clients with valid email IDs.
Rabab Sabuwala
Welcome to Investwell Release Notes. We are pleased to inform you about the updates being made to our software this week.
Read through and stick around till the end to know about the exciting changes made
by us just for you.
Feature Updates
Portfolio Summary - Introducing Combine all Assets in 1 Table:
All assets are now shown in a single table with common columns.
The "Dividend Payout" column is renamed to "Div Payout / Interest
Order placement in mutual funds using the cart icon
This update simplifies portfolio management by consolidating all assets into one table, improving navigation and clarity.
Where to Find:-
Login to Investwell
Go to Investor Dashboard > Reports > Portfolio Summary > Asset Class ( All Assets)
Robo Responder - Improvements:
A message has been added at the end of every Robo Responder conversation to create a more human experience.
The message includes:
Type Help to return to the Main Menu
Type Bye to end the conversation
This update ensures a smooth start and end to each conversation, making the Robo Responder more human-like and improving the overall user experience.
How to Use Robo-Responder:-
The investor simply sends a message saying “Hi”
Robo - Responder responds with a list of options
For those interested in availing of this module, please submit a product inquiry by navigating to Admin > Settings > Investwell Subscriptions
Masked Data Functionality - Improvements:
We've improved our Masked Data functionality to ensure that all previously unmasked information is now securely masked.
This update provides a better consistency in masking the data across both web and mobile browser.
Where to Find:
Login to Investwell
Go to Investor Dashboard > Click on the Profile > Mask Data
Redemption Simulation Report - Introducing PDF:
We've introduced a PDF view option in the Redemption Simulation Report.
Information on “Transaction Type” is added, when grouped by transaction is selected. This allows users to filter between planned and unplanned redemptions.
This update allows users to generate the reports in PDF format with insights on redemptions and their potential gains (if not redeemed).
To download the PDF report
Login to Investwell
Business Analytics > Redemption Simulation > View Type (PDF)
Group by Transaction Type
Login to Investwell
Business Analytics > Redemption Simulation > Group by Transaction
Client Watchlist - Heatmap for Quartile Rankings:
A heatmap has been added to the Watchlist to show quartile rankings of MF schemes.
The color of each box will represent the quartile ranking for the schemes over the years.
This update allows users to quickly visualize the historical performance of their watchlisted schemes through color-coded rankings.
Colour used for each quartile
Where to Find
Login to Investwell
Investor Dashboard > Watchlist > Historical Change
SIP Mining Historical Transactions - Table Totals and ARN Filter:
A row named “Total” has been added to the table when the toggle is switched towards Historical Transactions.
The total row is available in both the On-Screen view and XLS export.
An ARN filter has been added for Historical Transactions.
With this update, the user can easily view the SIP contributions across the entire client list and filter transactions by ARN for more precise analysis.
Where to Find
Login to Investwell
Go to Business Analytics > SIP Mining > Historical Transaction
Brokerage Income Detail - Group by Service RM:
A new option to group by Service RM has been added to the Brokerage Income Detail report.
This will allow the admin to view the brokerage income details by grouping them by Service RM.
To View and Download the Income Detail List
Login to Investwell
Go to Investor > Brokerage > Income Detail > Group By (Service RM)
Service RM EUIN - Prioritization in Transaction Placement:
The system now considers the EUIN of Service RM when placing transactions through NSE/BSE/MFU.
Priority Order:
If a Service RM is assigned to a client, the EUIN of the Service RM will be passed with top priority.
If the Service RM's EUIN is missing, the EUIN of the Sub-broker will be passed.
If the Sub-broker's EUIN is also missing, the EUIN of the RM will be passed.
This new update ensures that the most relevant EUIN is automatically selected during transaction placement, reducing errors
Bugs Resolved
Robo-Responder - No SIP Data Showing for Client with Running SIP
Issue Reported
The Robo Responder incorrectly indicated that an investor did not have any running SIPs, even though the investor had an active SIP
Issue Resolved
The issue has been resolved, and the Robo Responder now accurately reflects the investor's running SIPs.
To View Investment details with Robo-Responder
Simply send a message saying “Hi”
Robo - Responder responds with a list of options
Records Not Getting Imported from the Contract Note
Issue Reported
Some users reported that while importing data from a PDF (contract note), certain records were not being imported.
Issue Resolved
The development team identified and fixed the bug in the system that was causing the issue. Now, all data is being imported successfully
To Import Contract Note
Login to Investwell
Go to Data Management > Create Transaction > Share & Bond > Contract Note
Issue While Uploading CAS File Through OTP
Issue Reported
While importing CAS via OTP and selecting "Existing Client," the process failed after entering the OTP, with an error saying the client already existed.
Issue Resolved
The development team fixed the bug causing this error. Now, the CAS import process works correctly.
To Import CAS via OTP
Login to Investwell
Data Management > CAS Import
Login with OTP: Encountering Multiple User Registered
Issue Reported
A user reported a bug where, during login via OTP, an error showed "Multiple users registered." This happened because the user entered two different phone numbers in two different places during account creation.
Issue Resolved
The development team fixed the bug causing this error. The login process now works correctly with OTP.
Where to Find
Go to the Login Page
Login Via OTP
ELSS Procurement Report in Client Mobile App Giving Error
Issue Reported
A user reported an error in the mobile app where the ELSS procurement report was showing "No record available," even though the user had made investments in ELSS.
Issue Resolved
The development team identified and fixed the bug causing this issue. The report now correctly displays the user's ELSS investments.
To View ELSS Investments In Mobile:
Login to Investwell
Menu > ELSS Investments
DOB Missing for Clients While using Bulk Upload
Issue Reported
A user uploaded a bulk file to update client usernames. The file included columns for client name, PAN, APP Code, IWell Code, and username, while other columns were deleted. After uploading the file, the DOB field was empty for those clients.
Issue Resolved
The development team fixed the issue so that the DOB field is now correctly maintained when updating client information.
To Use Client Bulk Upload
Login to Investwell
Clients > Upload
Email Status Showing Sent for Clients Whose Email ID Doesn’t Exist
Issue Reported
A user reported a bug where, during an email campaign, the status of the email showed as "Sent" for clients who did not have an email ID.
Issue Resolved
The development team fixed the bug so that the email status now accurately reflects the email sending status for clients with valid email IDs.
To Schedule Email Campaign
Login to Investwell
Email Scheduler > Create Campaign