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

1. 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