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Investwell Mint (10)
Getting Started Guides (15)
Merging Duplicate Clients
Creating Family of Clients
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Portfolio Valuation report
Comprehensive Portfolio report
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Import External Funds Using CAS
Email Schedular for Portfolio reports
Folio Lookup & SOA Download
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Create new UCC using BSE Star MF Integration
Upload BSE UCC and Mandates of existing clients
Create a Mandate in BSE Mandate
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Security Exposure report
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Brokerage Income Detail and Analysis
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Aadhaar PAN Linking report
Folios without Nominee and missing Nominee Opt out flag
IIN, UCC Communication mismatch with Folio
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How to enter PPF in Mint
Add Fixed Deposits for Investors
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RM Incentive Module
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