Citrine

August 12, 2024

- Introduced Meetings Notes - Improved contact screen for AMFI due diligence req. - Improved NSE Onboarding Workflow - Added KYC Check while Placing Order - Added IIN Rejection Reason in Profiles - Added Collapsable Option on Home & Portfolio - Added Transaction Mode in New Investment - Added Balance units on fund's detailed Screen - Resolved Mandates Listing & Date Issue - Resolved Date Related Issues - Resolved Capital Gain Realised Report Issue

August 9, 2024

- Introduced Meetings Notes - Improved contact screen for AMFI due diligence req. - Improved NSE Onboarding Workflow - Added KYC Check while Placing Order - Added IIN Rejection Reason in Profiles - Added Collapsable Option on Home & Portfolio - Added Transaction Mode in New Investment - Added Balance units on fund's detailed Screen - Resolved Mandates Listing & Date Issue - Resolved Date Related Issues - Resolved Capital Gain Realised Report Issue

May 28, 2024

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

May 22, 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

January 9, 2024

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

July 20, 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

February 20, 2023

​New Dashboard with Gain & Overall Gain if enabled, Introduced Asset, Category, Investor & Fundwise Chart, Updated SIP Step up Calculator, RM Contact details if enabled, Resolved AUM filter issue, Resolved Transaction buttons issue, Resolved Invite Link Issue, Resolved Back Button in Broker Login, Resolved Issue in New Invest,General Update & Crash Resolved

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

June 18, 2022

- Complete Portfolio report download including all assets. - View historical Performance of your Portfolio easily - Transaction statement of any period - 1 Click Statement of Account Download for any Asset Management Company in India - Advanced Capital Gain Reports - SIP Report to be informed of your Running and Upcoming SIPs, STPs. - Insurance list to keep track of premiums to be paid. - Folio details registered with each AMC.

March 31, 2021

1. Call Now issue fixed!!