• Folio Visibility Control - Partners can now hide/show folio details across all reports and PDFs via system preferences • Enhanced NFO Management - Complete NFO visibility control, target/booked amount tracking, and direct purchase transactions • MF Holdings - Improved folio consolidation in detailed and summary reports • Bank & Mandate Management - Full CRUD operations for bank accounts and mandates • Bug fixes and improvements

- Quick Access Report: • Enhanced report downloads and share at Client and Family. • Includes Family Head Name in report output. - PMS & AIF Holdings: Introduced new PMS & AIF Holdings module with graphical summaries & detailed breakdowns. - Profile Page UI Improvements. - Bug fixes.

- Reorder option from order book for purchase & SIP past orders. - Users can switch between Biometric and MPIN from Settings. - Added more data points in MF Folio Info Transactions history. - Search Order No in Order Book. - Displayed the amount in words for all transactions.

- Client's MF AUM distribution graph with asset category, subcategory, investors, AMC and scheme wise. - Investor's Report sharing option via whatsApp, Email, Other Apps. - Reset password journey from login page and settings - OTP authentication. - Bug fixes.

- Minor bug fixes.

• Enhanced search on Client page – Now easily sort and filter clients and their family members. • SIP Due Card update – Get more details at a glance including Systematic Type, Investment Amount, Frequency, Scheme Name, Start/End Date, Next SIP Date, and SIP Registration Number.

• Enhanced search on Client page – Now easily sort and filter clients and their family members. • SIP Due Card update – Get more details at a glance including Systematic Type, Investment Amount, Frequency, Scheme Name, Start/End Date, Next SIP Date, and SIP Registration Number.

- Implemented 2FA Link for NSE Orders.

- Quick Access of Investor Reports inside Client Portfolio. - RM Tagging when creating Event in Calendar. - Bug fixes.

This update brings performance improvements, Business Reports bug fixes, and overall app enhancements.

• 1 Day Gain / Loss • Revamp - MF folio Info page • UI changes in the Investor Report section • Select / Deselect client after applying from the view dialog in reports • Addition of Investor Reports • Periodic Performance • Portfolio Valuation • Transaction statement • 2FA link sent option via email to investor from partner • Biometric Authentication & Login • Show / Hide receivable in brokerage report as per system preference • NSE New API Changes

• 1 Day Gain / Loss • Revamp - MF folio Info page • UI changes in the Investor Report section • Select / Deselect client after applying from the view dialog in reports • Addition of Investor Reports • Periodic Performance • Portfolio Valuation • Transaction statement • 2FA link sent option via email to investor from partner • Biometric Authentication & Login • Show / Hide receivable in brokerage report as per system preference • NSE New API Changes

• 1 Day Gain / Loss • Revamp - MF folio Info page • UI changes in the Investor Report section • Select / Deselect client after applying from the view dialog in reports • Addition of Investor Reports • Periodic Performance • Portfolio Valuation • Transaction statement • 2FA link sent option via email to investor from partner • Biometric Authentication & Login • Show / Hide receivable in brokerage report as per system preference • NSE New API Changes

- Minor bug fixes.

Reports • Holding Summary Report. • Client / Family / Accountwise selection in Business & Investor Reports (excluding Systematic & Brokerage Reports). Calendar • Create Event with Zoom Call, Phone Call, Chat Call & Others. • Edit options in existing created events. • Reminders - Birthday, Wedding Anniversary, SIP due, SIP expired & Portfolio Review. • Send Wishesh and Reminders email and Whatsapp. Update now!

- Bug fixes.

Enable users to add multiple mutual fund schemes or folios to their MF Cart for consolidated order placement in a single transaction. Save client MF orders as draft to conveniently retrieve and submit later offering flexibility in planning and executing the client's mutual fund investments at a preferred time. Retrieve client's existing mutual fund folios at order placement to reduce and MF order efficiency. Implemented MF order 2FA and Payment links within the app for BSE Start MF and MFU.

- Minor bug fixes.

Features & Enhancements - Consolidated Portfolio View (Including Held-Away Assets), when enabled by the MFD. - Loan + SIP Calculator: Plan SIPs to achieve future portfolio goals matching your loan amount. - Risk Disclaimers: Added to calculators for informed decisions. Update now!

- Introduced Financial Calculators: SIP, Lumpsum, STP, SWP, Goal-Based, and TVM.

- The holding selection will now maintain state in client portfolio view. - Scroll to top functionality added in MF holdings, systematics registrations and order book views. - Showing notional gain, and load free units in redeem and switch orders. - Showing additional data points in client's MF holdings and systematics registrations views. - Showing unrealised gain at portfolio level, MF holding and scheme level. - Infinite scroll implemented in Notification, RM Family, Teams, and Goals pages. - Date picker enhancements within clients portfolio.

- Infinite scroll implemented for order book listing - Order book details page has improved user interface and additional information - Infinite scroll implemented for client list page - Additional info such as client address, PAN, City and Pin Code displayed in holding mode dropdown - Show app version and build number in settings page

- AUM drill down with new chart - New MF holding and systematic list view - New and improved folio details along with transaction list view - Systematic card in folio details view

- MFDs and RIAs can now receive OTP by email - Business reports are now available - Details of all schemes within an order is now available - Minor bug fixes in order book - Client email & phone is now available in the info icon in holding mode dropdown

- Added SWP, STP, and Switch orders for Mutual Funds