Nominee details are now displayed in the transaction journey. Added Category and Reinvest filters in the transaction journey for easier scheme selection. Bug fixes and performance improvements.

Added transaction type filter in Valuation Report email flow for better report sharing. SWP calculator now supports inflation rate input for improved planning. Client dashboard now shows total realized gain and loss details. Clear message shown when selecting Held Away folios during transactions. Joint holder mobile number is now optional for NRI users. Bug fixes and performance improvements.

MF Order Punching functionality added. Sorting added in Holding Reports for better usability. Mandate process revamped with draft save functionality. Bug fixes and performance improvements.

SIF Transaction Journey introduced and will be rolled out in phases. SIF details now added in the Partner Empanelment section. Bug fixes and performance improvements for a smoother experience.

Added RTA and NSE filters in Consolidated Systematic Reports for better report segmentation. Introduced Financial Year filters across reports for easier time-based analysis. Bug fixes and performance improvements for a smoother experience.

Specialized Investment Funds (SIFs) are now visible across reports and dashboards. Valuation Report revamped with an enhanced grid view for clearer insights. Systematic Valuation Report updated with improved grid view for better investment tracking. Partner Empanelment journey redesigned for a smoother onboarding experience. General bug fixes and performance improvements.

Specialized Investment Funds (SIFs) are now visible across reports and dashboards. Valuation Report revamped with an enhanced grid view for clearer insights. Systematic Valuation Report updated with improved grid view for better investment tracking. Partner Empanelment journey redesigned for a smoother onboarding experience. General bug fixes and performance improvements.

Holding Report now includes enhanced grid and graphical views for clearer portfolio insights. Capital Gain Report updated with improved grid and graphical views for easier gain analysis. FD Dashboard upgraded with UI improvements and better data presentation. General bug fixes and performance improvements for a better overall experience.

Login and Biometric Login flows have been revamped for a smoother, more secure experience. SIP reports now display the total SIP amount for improved investment clarity. Real Estate Dashboard updated with a refreshed and more intuitive UI. Users can now edit Joint Holder and Guardian details from the View Profile section. General bug fixes and performance improvements for a better overall experience.

Bug Fixes & Improvements

Scheme selection is now synced across Fresh Purchase and Additional Purchase for smoother transactions. Important details are now clearly highlighted on the transaction confirmation screen. Portfolio Analysis screens updated with standardized UI and multiple bug fixes. General performance improvements and bug fixes for a smoother experience.

Bug Fixes & Improvements

Bug Fixes & Improvements

Improved transaction reports with enhanced grids, charts, and email/download options. Revamped Add to Cart module for smoother order placement. Added Ticket History module to track past support requests. Order retry mechanism added for more reliable transaction processing. Bug fixes and performance improvements.

Improved transaction reports with enhanced grids, charts, and email/download options. Revamped Add to Cart module for smoother order placement. Family Dashboard redesigned for a better and more intuitive experience. Added Ticket History module to track past support requests. Order retry mechanism added for more reliable transaction processing. Bug fixes and performance improvements.

Improved transaction reports with enhanced grids, charts, and email/download options. Revamped Add to Cart module for smoother order placement. Family Dashboard redesigned for a better and more intuitive experience. Added Ticket History module to track past support requests. Order retry mechanism added for more reliable transaction processing. Bug fixes and performance improvements.

Dashboard redesigned with a fresh look and new AUM, AUA widgets including detailed drilldowns. Recent Summary section now includes widgets for Recent Transactions, Systematic Alerts, and Upcoming Corporate Actions. Clients tab revamped with an improved layout, sorting, and Excel download options. Added Unlisted Order Punching module for seamless order entries. Deleting a prospect now requires entering a reason for better traceability. Bug fixes and performance improvements.

Bug Fixes & Improvements

Bug Fixes & Improvements

Add Client / Add Entity functionality introduced for seamless account management Bug Fixes & Improvements

Bug Fixes & Improvements

Bug Fixes & Improvements

CAS module now supports direct file uploads for easier portfolio tracking. Pause and stop SIP options added to systematic reports for better control. HelpDesk upgraded with ticket-based support for quicker query resolution. Prospect creation journey revamped with a smoother flow and eSign support. Play a fun financial quiz while uploads are in progress or from the main menu. Performance improvements and bug fixes for a smoother experience.

Bug fixes and improvements

We’ve been working hard to improve your experience. Here’s what’s new in this release: MarCom & Empanelment Modules for improved RM operations SIP Reports to help RMs analyze investment plans Folio Numbers now shown in transaction history for better clarity UI enhancements and bug fixes for a smoother, more reliable experience Update now to explore the latest features and improvements!