Invest Partners

May 31, 2024

- Improved My Journey So Far - Improved Client Search - Added AMFI Regd. MFD - Improved Fund Picks - Fixed Address Screen Issue - Resolved Crashes - General Update

March 29, 2024

- Login Via Mobile OTP - Introduced New Goal Module with Add / Edit / Map Folio - Improved Login / Forgot Password / Reset Password / Signup Screens - Improved Transaction Filter - Improved My Orders - Resolved Login Issues - Resolved Crashes - General Update

December 22, 2023

Introduced Custom Links, Introduced New Colors of Charts, Fixed Portfolio Summary & Valuation > Family Member Download Issue, Fixed NFO Listing, Show / Hide Insurance, Risk Profile, My Documents Menu as per permissions, Showing only Active Insurance Policies, Fixed Crashes

December 6, 2023

Fixed 1 day Change Issue, New Shares & Bonds Screens, Invite Friend in Client Login, Improved FD & Other Assets Tabs, Improved Top Schemes, Improved My Journey So Far, Fixed Factsheet Sorting Issue, Removed Until Cancelled Option in Mandate & SIP, Resolved Other Fixes and Crashes

June 27, 2023

Order Authentication in New Purchase & Additional Transactions, Improved Onboarding Flow in BSE / NSE / MFU, Fixed SOA Download Issue, Improved Screen in Other Assets, Fixed Top Schemes Filter, Fixed Funds Picks Filter, Fixed Risk Profile Issue, Fixed Contact us Screen, Fixed NFO Crash, Fixed Document Upload Issue, Fixed Nominee Authentication, Improved UI Screens, Resolved Various Crashes, Other Crash & Bug Fix, General Update

March 30, 2023

Added My Journey So Far, As-on-Date on Dashboard, Improvement ELSS Download, MFU Nominees Authentication, BSE Nominees Authentication, Fixed KYC Location Issue, Issue of MFU onboarding, BSE Document Upload Issue, Notification Counter Issue, ARN Selection Issue in NSE, Dividend Report Issue, Other Crash & Bug Fix, General Update

November 23, 2022

Investment Profile Create in Broker Login,Investment Return & One Day Change Percentage in Dashboard, Separate Section for Market Update on Home, Resolved Issue in Email Portfolio Valuation & Summary Report, Resolved App Crash on few Screens, Resolved Client Search Refresh Issue in Broker Login, Resolved Mandate Selection Issue in few cases, Improvement on few screens, Other Improvement on UX, General Update

August 8, 2022

User can Pay Premium of their General Insurance, Tax Package Report in Capital Gain Download, Email & Phone No. Relationship, Gender Added on onboarding screen, Country Code Added in Registration Screen, Delete my Account option given, NSE Other bank Mandate, Prefill Bank on RTGS option while doing Addl. Transaction, My Order & Cease SIP, Scheme Information Document in Contact us > more, NSE Bank Add, My Document, Capital Gain Report in More Menu > Send Email, Graphs Datatable Updated, PAN added on Registration Screen, Other General Update, Other Crash & Bug Fix

May 22, 2022

Purchase through UPI, Client name in FD,Crash Resolved on Client Search in Broker Login, Resolved Watchlist & FD Family Head Issue, Transaction Filter on PDF Download, Dividend Report PDF Download, ELSS Onscreen & Download, Insurance Policy Download, FATCA Issue Resolved, Other General Update, Other Crash & Bug FixCrash Fixes, Bug Fixes and UI Improvements

December 24, 2021

Crash Fixes, Bug Fixes and UI Improvements