Welcome to Investwell Release Notes. We are pleased to inform you about the updates being made to our software over the last few weeks.

Read through to discover the exciting changes we’ve made just for you.

Feature Updates

1. Introducing Missed Systematic Instalments – NSE Invest:

• A new enhancement has been introduced to help advisors manage missed systematic instalments more effectively.

• The system now lists all missed systematic instalments in one place, allowing easy review and action.

• For SIPs, an “Invest Now” option is available, enabling advisors to quickly reinvest the missed instalment without restarting the SIP.

• This helps ensure continuity in investments and reduces manual follow-ups for missed payments.

• Where to Find

  • Dashboard > NSE Invest > Missed Systematic Instalments 

2. Order Cancellation Feature – NSE Invest:

• A new Cancel Order option has been introduced in NSE Invest for Purchase, Redemption, and Switch transactions.

• Brokers can now cancel an order directly if the authorization is still pending and has not been completed.

• This helps avoid unnecessary follow-ups and keeps the order book clean by allowing quick action on pending transactions.

• Where to Find:

  • Broker Dashboard > NSE Invest > My Orders 

• Cancel Order

3. Unformatted Excel Added in Unrealized Capital Gain Report:

• An additional Unformatted Excel download option is now available in the Unrealized Capital Gain Report.

• This allows users to export raw data without formatting, making it easier to understand and use for further analysis.

• Where to Find

  • Investor Dashboard > Reports > Capital Gain Unrealized 

4. New PMS Added: 

• We have added Shree Rama Managers to the PMS list. Advisors can now select and manage this PMS within Investwell Mint.

• Add PMS Credentias:

  • Dashboard > Settings > PMS Credentials > Add Credentials 

Bugs Resolved

1. UCC Status Mismatch in NSE Invest:

• Issue Reported:

  • An issue was reported in NSE Invest, where some UCCs were successfully created and showed as Active on the NSE portal, but the same UCCs were incorrectly appearing under the Inactive UCC tab within the Mint.

• Issue Resolved:

  • The status sync logic has been corrected. UCCs that are active at the NSE portal will now correctly reflect under the Active UCC tab in NSE Invest.

• Where to Find:

  • Dashboard > NSE Invest > Profile List

2. NSE Invest: UTR Optional for NEFT/RTGS Payments:

• The UTR field is now optional when selecting NEFT or RTGS as the payment mode in NSE Invest.

• This change makes the payment flow smoother while placing orders.

• Where to Find:

  • Investor Dashboard > NSE Invest > New Investment 

3. Data Mismatch in Order Application Form and Portfolio Rebalancing Report:

• Issue Reported:

  • A mismatch was observed in the Long Term and Short Term data between the Order Application Form and the Portfolio Rebalancing Report, leading to inconsistent values across the two reports.

• Issue Resolved:

  • The calculation logic has been corrected, and the Long Term and Short Term data are now consistent in both the Order Application Form and the Portfolio Rebalancing Report.

• Where to Find:

  • Investor Dashboard > NSE Invest > Additional Transaction  

4. Client Occupation Not Imported via Bulk Import:

• Issue Reported:

  • While importing clients using the bulk import feature, the occupation details were not getting fetched into the system.

• Issue Resolved:

  • The bulk import logic has been updated, and client occupation details are now correctly imported and reflected in the system.

• Bulk Import Clients:

  • Dashboard > Clients > Bulk Upload

5. Risk Profile Submission Error:

• Issue Reported:

  • While submitting the Risk Profile, users were encountering an error message saying "Try again in a moment", which prevented the submission from going through.

• Issue Resolved:

  • The issue has been fixed, and risk profiles can now be submitted successfully without any errors.

• Submit Risk Profile:

  • Investor Dashboard > Risk Profile 

6. Finance Monitor Contract Note Error:

• Issue Reported:

  • Transaction values in the Finance Monitor Contract Note were not getting parsed correctly.

• Issue Resolved:

  • The issue has been fixed, and transaction values are now parsing correctly.

• Upload Contract Note:

  • Dashboard > Data Management > Share & Bond (Contract Note)

0 Votes