InvestWell Helpdesk

Getting Started Guides 15

• Merging Duplicate Clients
• Creating Family of Clients
• Demerge Clients
• Create a New Relationship Manager & Sub-Broker User
• Assign a Relationship Manager to Your Clients

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Portfolio Reports 3

• Portfolio Valuation report
• Comprehensive Portfolio report
• Capital Gain reports

Utilities for Advisors 7

• Import External Funds Using CAS
• Email Schedular for Portfolio reports
• Folio Lookup & SOA Download
• Model Portfolio Review utility
• Rolling return Calculator

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NSE/BSE/MFU Guides 11

• Create new UCC using BSE Star MF Integration
• Upload BSE UCC and Mandates of existing clients
• Create a Mandate in BSE Mandate
• Create IIN using NSEnMF integration
• Upload CAN and Mandates of existing clients

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Business Analytics Reports 3

• Security Exposure report
• Variance in Allocation report
• Brokerage Income Detail and Analysis

Compliance Reports 9

• Aadhaar PAN Linking report
• Folios without Nominee and missing Nominee Opt out flag
• IIN, UCC Communication mismatch with Folio
• Aadhar Linking Missing - Compliance Report
• EUIN Remediation - Compliance Report

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Mint Training Webinars 1

• Webinar 1 | Invest Online & Portfolio Valuation Report

Entry of different types of Assets 2

• How to enter PPF in Mint
• Add Fixed Deposits for Investors

Brokerage Reports 1

• RM Incentive Module

FAQ 22

• Capital Gain Report for FY 18-19
• How to perform AUM Reconciliation?
• How to Link Aadhaar with RTA?
• GST Invoices for AMC
• GST Invoice for Investor

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