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
New Column Added: Last Used ARN in Folio Lookup Excel Export:-
To improve data visibility, we have introduced a new column, "Last Used ARN," in the Folio Lookup Excel Export. This column captures the most recently used ARN linked to each folio.
Advisors and investors can now easily track the last ARN linked to each folio to maintain accurate records.
Where to Find in Advisor Portal:
Login to Investwell
Dashboard > Folio Lookup > View Type(XLS)
Where to Find in Investor Portal:
Login to Investwell
Investor Dashboard > My Folio > XLS
NSE Cart Now Available in Mobile Responsive Web View:-
The NSE Cart, which was previously available only on the Mint Web, is now accessible in the Mobile Responsive Web view. This ensures a seamless experience for users accessing the NSE Cart on mobile devices.
Advisors and Investors can now conveniently manage NSE transactions on the go using the mobile web view, improving accessibility and efficiency.
Where to Find:
Login to Investwell
Dashboard > Invest Online NSE > Cart
Where to Find:
Login to Investwell
Investor Dashboard > Invest Online NSE > Cart
New CTA Added: Change Password for NSE/BSE/Karvy in Broker Portal:-
A new "Change Password" CTA has been added for NSE/BSE/Karvy credentials in the Broker Portal. This update is part of our UI and UX improvements, ensuring better security and a cleaner interface. Unlike before, the password is no longer displayed directly on the screen.
This enhancement improves data security while offering a more user-friendly interface for managing credentials.
Default Selection of Investment Profile in NSE Recommended Profile:-
We have improved the default selection process for the Investment Profile in the NSE recommended profile. Now, if multiple investment profiles exist for different users, the system will automatically select the profile of the logged-in user by default.
This update simplifies the selection process and ensures a more personalised experience for each user, reducing the chances of selecting the wrong profile.
Where to Find:
Login to Investwell
Investor Dashboard > New Investment > Choose an Investment Profile
Improvements in Factsheet Onscreen:-
We have improved the Onscreen Factsheet to display the names of all fund managers for schemes managed by multiple fund managers. Previously, only a single fund manager's name was shown.
Where to Find:
Login to Investwell
Dashboard > Utilities > Top Schemes > Select Scheme
A user reported an issue where UCC mapping was rejected despite the existence of the client when uploading the UCC bulk file. This occurred because Mint had a UCC mapping check that prevented mapping for minors with a PAN, resulting in rejections.
Issue Resolved:
Our development team has updated the process. Now, if a minor has a PAN, the UCC mapping will not be rejected.
Error in Downloading Variance in Allocation Report (Excel File):-
Issue Reported:
It was noticed that while downloading the Variance in Allocation report in Excel format, a "Something Not Good" error message appeared.
Issue Resolved:
Our team has resolved the issue. The report can now be downloaded without any errors.
To View Variance in Allocation Report:
Login to Investwell
Dashboard > Business Analytics > Variance in Allocation > XLS
Client Creation Source Column Showing Blank in Client List Excel File:-
Issue Reported:
Issue encountered in the Client List Excel file downloaded. The source column in the downloaded Excel file was showing as blank for the client created using API.
Issue Resolved:
This issue is resolved. The Source column now correctly displays the relevant information.
Where to Find:
Login to Investwell
Dashboard > Clients > XLS
Wrong Redemption Bank Sent to NSE When Order Placed via NSE Cart:-
Issue Reported:
A user observed that while placing an order through the NSE Cart, the redemption bank selected at the time of order placement was not sent to NSE. Instead, the bank used during mandate creation was sent.
Issue Resolved:
The issue has been identified and resolved. Now, the correct redemption bank selected during order placement will be sent to NSE.
BSE: STP Frequency and Date Not Showing During Order Placement:-
Issue Reported: For some schemes, an issue was observed while placing an STP order. For the transaction type STP, the options for frequency and dates were not showing.
Issue Resolved: The problem has been fixed. The STP frequency and date options will now be displayed correctly during order placement.
A user reported an issue while creating the IIN for an investor with the tax status set as Anyone or Survivor. The error encountered was: "Provided DOB not matched with IIN details."
Prashant Verma
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
New Column Added: Last Used ARN in Folio Lookup Excel Export:-
To improve data visibility, we have introduced a new column, "Last Used ARN," in the Folio Lookup Excel Export. This column captures the most recently used ARN linked to each folio.
Advisors and investors can now easily track the last ARN linked to each folio to maintain accurate records.
Where to Find in Advisor Portal:
Login to Investwell
Dashboard > Folio Lookup > View Type(XLS)
Where to Find in Investor Portal:
Login to Investwell
Investor Dashboard > My Folio > XLS
NSE Cart Now Available in Mobile Responsive Web View:-
The NSE Cart, which was previously available only on the Mint Web, is now accessible in the Mobile Responsive Web view. This ensures a seamless experience for users accessing the NSE Cart on mobile devices.
Advisors and Investors can now conveniently manage NSE transactions on the go using the mobile web view, improving accessibility and efficiency.
Where to Find:
Login to Investwell
Dashboard > Invest Online NSE > Cart
Where to Find:
Login to Investwell
Investor Dashboard > Invest Online NSE > Cart
New CTA Added: Change Password for NSE/BSE/Karvy in Broker Portal:-
A new "Change Password" CTA has been added for NSE/BSE/Karvy credentials in the Broker Portal. This update is part of our UI and UX improvements, ensuring better security and a cleaner interface. Unlike before, the password is no longer displayed directly on the screen.
This enhancement improves data security while offering a more user-friendly interface for managing credentials.
Where to Find:
Login to Investwell
Dashboard > Setting > NSE/BSE Credentials
Login to Investwell
Dashboard > Setting > ARN Settings > Edit (Action) > RTA Credentials
Default Selection of Investment Profile in NSE Recommended Profile:-
We have improved the default selection process for the Investment Profile in the NSE recommended profile. Now, if multiple investment profiles exist for different users, the system will automatically select the profile of the logged-in user by default.
This update simplifies the selection process and ensures a more personalised experience for each user, reducing the chances of selecting the wrong profile.
Where to Find:
Login to Investwell
Investor Dashboard > New Investment > Choose an Investment Profile
Improvements in Factsheet Onscreen:-
We have improved the Onscreen Factsheet to display the names of all fund managers for schemes managed by multiple fund managers. Previously, only a single fund manager's name was shown.
Where to Find:
Login to Investwell
Dashboard > Utilities > Top Schemes > Select Scheme
Login to Investwell
Investor Dashboard > Invest Online NSE/BSE/MFU > New Investment > Select Scheme
Bugs Resolved
BSE Rejected UCC Mapping:-
Issue Reported:
A user reported an issue where UCC mapping was rejected despite the existence of the client when uploading the UCC bulk file. This occurred because Mint had a UCC mapping check that prevented mapping for minors with a PAN, resulting in rejections.
Issue Resolved:
Our development team has updated the process. Now, if a minor has a PAN, the UCC mapping will not be rejected.
To View Rejected UCC Mapping:
Login to Investwell
Dashboard > Invest Online BSE > Rejected UCC Mapping
Error in Downloading Variance in Allocation Report (Excel File):-
Issue Reported:
It was noticed that while downloading the Variance in Allocation report in Excel format, a "Something Not Good" error message appeared.
Issue Resolved:
Our team has resolved the issue. The report can now be downloaded without any errors.
To View Variance in Allocation Report:
Login to Investwell
Dashboard > Business Analytics > Variance in Allocation > XLS
Client Creation Source Column Showing Blank in Client List Excel File:-
Issue Reported:
Issue encountered in the Client List Excel file downloaded. The source column in the downloaded Excel file was showing as blank for the client created using API.
Issue Resolved:
This issue is resolved. The Source column now correctly displays the relevant information.
Where to Find:
Login to Investwell
Dashboard > Clients > XLS
Wrong Redemption Bank Sent to NSE When Order Placed via NSE Cart:-
Issue Reported:
A user observed that while placing an order through the NSE Cart, the redemption bank selected at the time of order placement was not sent to NSE. Instead, the bank used during mandate creation was sent.
Issue Resolved:
The issue has been identified and resolved. Now, the correct redemption bank selected during order placement will be sent to NSE.
To Place a Redemption Order:
Login to Investwell
Investor Dashboard > Invest Online NSE > Additional Transaction > Transact > Transaction Type (Redemption)
BSE: STP Frequency and Date Not Showing During Order Placement:-
Issue Reported:
For some schemes, an issue was observed while placing an STP order. For the transaction type STP, the options for frequency and dates were not showing.
Issue Resolved:
The problem has been fixed. The STP frequency and date options will now be displayed correctly during order placement.
To Place STP Order:
Login to Investwell
Investor Dashboard > Invest Online BSE > Additional Transaction > Transact > Transaction Type (STP)
NSE: Error while creating IIN:-
Issue Reported:
A user reported an issue while creating the IIN for an investor with the tax status set as Anyone or Survivor. The error encountered was: "Provided DOB not matched with IIN details."
Issue Resolved:
We have resolved the issue.
To Create IIN:
Login to Investwell
Dashboard > Invest Online NSE > Profile List > Create IIN