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!

Experience a more streamlined and intuitive transaction journey. Easily estimate your SIP and SWP values with the new SIP + SWP calculator. Trigger IIN directly from the View Profile section for added convenience. Enjoy a smoother experience with various interface updates and bug fixes.

Experience a more streamlined and intuitive transaction journey. Easily create a custom username and use it for login. Your Denomination filter settings will now persist on the dashboard even after closing the app. Enjoy a smoother experience with various interface updates and bug fixes.

Interface Updates & Bug Fixes

Interface Updates & Bug Fixes

Added support for Held Away accounts in Sell, STP, Switch, and SWP transactions. Key metrics like CAGR, SIP Status, 1D Returns, and Absolute Returns are now displayed on the Family Dashboard for Holdings. Metrics on the Family Dashboard can now be viewed in the Indian Numeration format for better readability. Introduced a Forgot Username feature to conveniently retrieve your username via email. Various interface updates and bug fixes for a smoother experience.

Partners and clients can now securely store and view documents directly in the app. Added options to download the physical mandate form with or without a signature. Plan your future better with our newly integrated retirement calculator module. Added a new optional upload field for "Other Documents" under Non-Individuals. Interface Updates & Bug Fixes

Users can now download UBO pdfs. Various interface updates and bug resolutions for a smoother experience.

1.Partners can now send client credentials directly through app. 2.improved fields in view profile for better clarity and usability. 3.various interface updates and bug resolutions for a smoother experience.

Single Login: Only one active login at a time for security. Downtime Alerts: Notifications for system downtime. Mandate Status: Added visibility in profile. Retrigger Button: New option in profile for mandates. Bug Fixes: Improvements to holding and transaction reports. Security Fixes:Critical updates applied for enhanced security.

Rejection Report: View rejected transactions. Systematic Valuation Report: Details on SIP, STP transactions. Valuation Report: Valuation by instrument and client. Profile PDF: View FATCA & IIN PDFs in View Profile. Onboarding Consent: Collect consent for sensitive data. Bug Fixes: Minor issues resolved for better performance. Security Fixes:Critical updates applied for enhanced security.

Rejection Report: View rejected transactions. Systematic Valuation Report: Details on SIP, STP transactions. Valuation Report: Valuation by instrument and client. Profile PDF: View FATCA & IIN PDFs in View Profile. Onboarding Consent: Collect consent for sensitive data. Bug Fixes: Minor issues resolved for better performance. Security Fixes:Critical updates applied for enhanced security.

Password Change Capability: Implement secure password change functionality with validation and notifications. Filter for Denomination: Add a UI filter for denomination selection and update data fetching accordingly. Edit Profile: Develop UI and backend support for user profile editing with validation. CAS Upload Capability for Client Login: Enable secure CAS file uploads for client authentication. Bug Fixes. Security Fixes.

Release Notes - Version 1.2.6 Client Onboarding: Now supports onboarding family members and adding product classes. Client/Family Dashboard: Enhanced for better visibility and management. Performance Matrix: New tool for tracking system performance. UI Fixes: Improved interface and navigation. Bug Fixes: Minor issues resolved for better performance. Security Fixes: Critical updates applied for enhanced security.

Release Notes - Version 1.2.5 Marketing Banner: Added a dynamic marketing banner. New Authentication Method: Authentication with device password. KYC Modification: Enhanced KYC process for all KRA. Signzy Integration: Faster and more secure onboarding. Rejection Report: New detailed report for submission issues. Bug Fixes: Minor bug fixes for better performance. UI Fixes: Improved interface and navigation. Security Fixes: Critical security updates.

Release Notes - Version 1.2.4 Marketing Banner: Added a dynamic marketing banner. KYC Modification: Enhanced KYC process for all KRA. Signzy Integration: Faster and more secure onboarding. Rejection Report: New detailed report for submission issues. Bug Fixes: Minor bug fixes for better performance. UI Fixes: Improved interface and navigation. Security Fixes: Critical security updates.

1. New Holding Design: Intuitive design for viewing holdings. 2. New Transaction Journey: Smoother transactions. 3. Transaction History: Better access to past transactions. 4. SOA Generation: Easily generate and view SOA. 5. SIP Top-Up: Top-up SIP directly from the app. 6. View Profile Enhanced: Detailed and organized profile info. 7. UI Fixes: Improved user interface. 8. Bug Fixes: Better performance and stability. 9. Security Fixes: Enhanced security.