Multi-Select Options in Category and Funds in Top Schemes:-
Users can now select multiple categories like Debt, Equity, Hybrid & More and Funds to filter schemes in both the web and mobile app.
This allows more flexible filtering of top schemes
Where to Find
Login to Investwell
Utilities > Top Schemes
Introducing Deletion of Manual Transactions Before Freeze Date:-
With this update, users can now delete manual transactions before the reconciliation freeze date which is auto-updated by the system.
This will allow users to fix their manually entered data which has been migrated from the desktop version of Investwell.
To Delete Manual Transaction In Bulk
Login to Investwell
Folio Lookup > Select from the folio list > Delete Manual Transactions
NSE Cart Improvements:-
The NSE Cart has been revamped. It now separates the orders with only SIP and SIP with the 1st instalment today into two different sections
We have given an add-on functionality to choose a folio bank for transactions. This facility was there when placing one order at a time but not when placing bulk orders through Cart.
A new edit order option has been introduced, enabling users to modify details such as Start Date, End Date, frequency, amount, and period day.
Where to Find:
Login to Investwell
Invest Online NSE > Cart > Go To Cart
New add-on functionality - Folio Bank
Login to Investwell
Invest Online NSE > Cart > Go To Cart > Select Payment Mode
Edit Order
Login to Investwell
Invest Online NSE > Cart > Go To Cart > Edit
SIP Calculator Revamped:-
The SIP calculator has been revamped with a fresh design supporting theme-based colouring for dark shade and light shade.
This new update includes a pie chart showing the breakup of total investments and gains and a year-wise summary of investments and gains through a graph.
An option has been added for advisors to present this information to desired clients in the form of a PDF.
This new update provides a clear visual representation of the investments and gains.
The PDF export option can be used to create a more engaging client relationship.
Where to Find:
Login to Investwell
Utilities > Calculators > SIP Calculator
Introducing Lumpsum Calculator
We are introducing a new Lumpsum Calculator that helps users evaluate the growth of a one-time investment over time.
The calculator provides projections based on different investment periods and expected returns.
Helps in planning and decision-making by providing a clear forecast of investment growth
The PDF export option can be used to create a more engaging client relationship.
Where to Find:
Login to Investwell
Utilities > Calculators > Lumpsum Calculator
Minor IIN Creation: Introduced Bank Account Relation:-
With the latest update, a new section has been introduced for selecting the bank account relation while creating the IIN of a Minor.
This was done as NSE had made the same mandatory.
To Create a New IIN
Login to Investwell
Invest Online NSE > Profile List > Create IIN
Bugs Resolved
Transactions Not Getting Imported from CAS:-
Issue Reported
Some users reported that transactions were not being imported from CAS, even though the ARN/RIA code was present.
Issue Resolved
The development team identified and fixed the bug causing this issue. Transactions are now imported correctly from CAS.
To Import CAS
Login to Investwell
Data Management > CAS Import > Select Details
Fundsnet SOA Download error:-
Issue Reported
A user reported that the CAMS SOA was not being generated when the platform preference was set to Fundsnet.
Issue Resolved
The development team identified and fixed the bug causing this issue. The CAMS SOA now generates correctly.
To Generate and Download SOA
Login to Investwell
Folio Lookup > Click SOA Icon > Request SOA
To Select the Platform Preference as Fundsnet/Edge360
Login to Investwell
Setting > Portal Setting > IFA Preferences >
Holding Nature Not Updated in Folio Details:-
Issue Reported
A user reported a bug where the Holding Nature field was showing as blank when checking the folio details.
Issue Resolved
The development team identified and fixed the bug causing this issue. This was due to a column name change in the Karvy CSV file. The Holding Nature is now correctly displayed in the folio detail.
Where to Find:
Login to Investwell
Folio Lookup > Select Folio
Invest Online BSE: Demat Order Placed in Physical Mode:-
Issue Reported
A user reported a bug where while making a new investment in an existing folio for their client a demat order got placed in physical mode
Issue Resolved
The development team identified and fixed the bug causing this issue. Orders are now correctly placed
To Make a New Investments:
Login to Investwell
Invest Online BSE > New Investments
Top Schemes Excel File Filtering Issue:-
Issue Reported
A user reported a bug in the Excel file downloaded for the Top Schemes, where the filtering function was not working for certain columns.
Issue Resolved
The development team identified the bug, which was caused by the fields being formatted as text instead of numbers. The format has been updated, and the filtering function now works correctly.
To Download Top Schemes XLS File
Login to Investwell
Utilities > Top Schemes > XLS
iOS: Issue in Opening Capital Gain Realized XLS File:-
Issue Reported
A user reported a bug where downloading the XLS file for the Capital Gain Realized report and opening it resulted in an error message stating, "Something is not good."
Issue Resolved
The development team identified and fixed the bug causing this issue. The file now downloads and opens correctly.
To Download Capital Gain Realized Report
Login to Investwell
Investor Dashboard > Menu > Capital Gain Realized
SIP Ceased by Broker But Showing as Ceased by Investor:-
Issue Reported
A user reported an issue where a SIP that was ceased by the broker was incorrectly showing the Initiated by value as "Investor" when checked at the NSE portal
Issue Resolved
The development team identified and rectified the issue. The ceased value is now correctly displayed
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
Introducing FundsIndia Format Upload in Mutual Funds:-
We now support the bulk upload of FundsIndia transaction reports in mutual funds.
How to Upload:
Download the transaction report in DBF format from FundsIndia.
Login to https://www.partner.fundsindia.com/ifa-onboarding/login
Dashboard > Take me to Old version > DBF file Download > Select Date Range > Submit > DBF file will be generated
Open the file and save as XLS.
Upload the saved XLS file in Mint.
This update simplifies the process of importing files downloaded from FundsIndia
Where to Find:-
Login to Investwell
Data Management > Create Transaction > Mutual Fund > Bulk Upload > FundsIndia
Mask Data Functionality - Improvements:-
We've improved our Mask 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
Portfolio Correlation Improvements:-
The Select Time Period dropdown now includes more options.
The new options added are for 2 Years and 3 Years.
Benefits:
Users can now observe fund correlations over longer periods.
Provides details on how the funds relate over a longer market cycle.
Where to Find:
Login toInvestwell
Utilities > Scheme Compare > Portfolio Correlation
Updated PMS Providers Integration with 5 New Providers Options
The PMS providers list has been updated with 5 new providers.
Users can now select and add the desired 3rd Party PMS API credentials.
This new update allows for smooth data exchange between the newly updated PMSProviders and Mint.
New PMS Providers are
Old Bridge Capital
True Beacon
VQ Wealthspectrum
Kotak PMS
Valentis Advisors Pvt Ltd
Add 3rd Party PMS Credentials
Login to Investwell
Setting >> Integrator Credentials >> Add Credentials >> Select PMS >> Select Provider
Multi-Select Options in Category and Funds in Top Schemes:-
Users can now select multiple categories like Debt, Equity, Hybrid & More and Funds to filter schemes in both the web and mobile app.
This allows more flexible filtering of top schemes
Where to Find
Login to Investwell
Utilities > Top Schemes
Introducing Deletion of Manual Transactions Before Freeze Date:-
With this update, users can now delete manual transactions before the reconciliation freeze date which is auto-updated by the system.
This will allow users to fix their manually entered data which has been migrated from the desktop version of Investwell.
To Delete Manual Transaction In Bulk
Login to Investwell
Folio Lookup > Select from the folio list > Delete Manual Transactions
NSE Cart Improvements:-
The NSE Cart has been revamped. It now separates the orders with only SIP and SIP with the 1st instalment today into two different sections
We have given an add-on functionality to choose a folio bank for transactions. This facility was there when placing one order at a time but not when placing bulk orders through Cart.
A new edit order option has been introduced, enabling users to modify details such as Start Date, End Date, frequency, amount, and period day.
Where to Find:
Login to Investwell
Invest Online NSE > Cart > Go To Cart
New add-on functionality - Folio Bank
Login to Investwell
Invest Online NSE > Cart > Go To Cart > Select Payment Mode
Edit Order
Login to Investwell
Invest Online NSE > Cart > Go To Cart > Edit
SIP Calculator Revamped:-
The SIP calculator has been revamped with a fresh design supporting theme-based colouring for dark shade and light shade.
This new update includes a pie chart showing the breakup of total investments and gains and a year-wise summary of investments and gains through a graph.
An option has been added for advisors to present this information to desired clients in the form of a PDF.
This new update provides a clear visual representation of the investments and gains.
The PDF export option can be used to create a more engaging client relationship.
Where to Find:
Login to Investwell
Utilities > Calculators > SIP Calculator
Introducing Lumpsum Calculator
We are introducing a new Lumpsum Calculator that helps users evaluate the growth of a one-time investment over time.
The calculator provides projections based on different investment periods and expected returns.
Helps in planning and decision-making by providing a clear forecast of investment growth
The PDF export option can be used to create a more engaging client relationship.
Where to Find:
Login to Investwell
Utilities > Calculators > Lumpsum Calculator
Minor IIN Creation: Introduced Bank Account Relation:-
With the latest update, a new section has been introduced for selecting the bank account relation while creating the IIN of a Minor.
This was done as NSE had made the same mandatory.
To Create a New IIN
Login to Investwell
Invest Online NSE > Profile List > Create IIN
Bugs Resolved
Transactions Not Getting Imported from CAS:-
Issue Reported
Some users reported that transactions were not being imported from CAS, even though the ARN/RIA code was present.
Issue Resolved
The development team identified and fixed the bug causing this issue. Transactions are now imported correctly from CAS.
To Import CAS
Login to Investwell
Data Management > CAS Import > Select Details
Fundsnet SOA Download error:-
Issue Reported
A user reported that the CAMS SOA was not being generated when the platform preference was set to Fundsnet.
Issue Resolved
The development team identified and fixed the bug causing this issue. The CAMS SOA now generates correctly.
To Generate and Download SOA
Login to Investwell
Folio Lookup > Click SOA Icon > Request SOA
To Select the Platform Preference as Fundsnet/Edge360
Login to Investwell
Setting > Portal Setting > IFA Preferences >
Holding Nature Not Updated in Folio Details:-
Issue Reported
A user reported a bug where the Holding Nature field was showing as blank when checking the folio details.
Issue Resolved
The development team identified and fixed the bug causing this issue. This was due to a column name change in the Karvy CSV file. The Holding Nature is now correctly displayed in the folio detail.
Where to Find:
Login to Investwell
Folio Lookup > Select Folio
Invest Online BSE: Demat Order Placed in Physical Mode:-
Issue Reported
A user reported a bug where while making a new investment in an existing folio for their client a demat order got placed in physical mode
Issue Resolved
The development team identified and fixed the bug causing this issue. Orders are now correctly placed
To Make a New Investments:
Login to Investwell
Invest Online BSE > New Investments
Top Schemes Excel File Filtering Issue:-
Issue Reported
A user reported a bug in the Excel file downloaded for the Top Schemes, where the filtering function was not working for certain columns.
Issue Resolved
The development team identified the bug, which was caused by the fields being formatted as text instead of numbers. The format has been updated, and the filtering function now works correctly.
To Download Top Schemes XLS File
Login to Investwell
Utilities > Top Schemes > XLS
iOS: Issue in Opening Capital Gain Realized XLS File:-
Issue Reported
A user reported a bug where downloading the XLS file for the Capital Gain Realized report and opening it resulted in an error message stating, "Something is not good."
Issue Resolved
The development team identified and fixed the bug causing this issue. The file now downloads and opens correctly.
To Download Capital Gain Realized Report
Login to Investwell
Investor Dashboard > Menu > Capital Gain Realized
SIP Ceased by Broker But Showing as Ceased by Investor:-
Issue Reported
A user reported an issue where a SIP that was ceased by the broker was incorrectly showing the Initiated by value as "Investor" when checked at the NSE portal
Issue Resolved
The development team identified and rectified the issue. The ceased value is now correctly displayed