LMS Connect

August 12, 2024

1) Error fixed in IPV Status. 2) Minor bug fixed.

May 16, 2024

1) VAPT points implemented. 2) New Light and Dark Theme option added. 3) Minor bug fixed.

December 27, 2023

1) VAPT points implemented. 2) New Light and Dark Theme option added. 3) Minor bug fixed.

May 20, 2021

1) 'IPV Details' option added as a new tab in 'IPV Status' Menu 2) 'Investment Ideas' menu added under 'Main Reports' 3) 'Trading Calls' menu added under 'Main Reports' 4) 'Refer a Friend' menu added in 'Main Reports' 5) 'Circular Details' menu added in 'Main Reports' 6) 'ITR Form' (Finance Statement+Profit-loss Statement+Short Term/Long Term+DP Statement+Form 10DB STT certificate) added in 'Main Reports' 7) 'NSDL Holding' PDF Added. 8) Client wise,Scrip wise and Real Family Zoom Added for Global Cash Net O/s. 9) Client wise,Scrip wise and Real Family Zoom Added for Global Derivative Net O/s. 10) Sorting Filter Added in Current Status, all Global Reports and in all Brokerage Reports. 11) Help Video Added in 'Financial Statement'. 12) New Tabs Added in 'Region Wise Brokerage Report'. 13) New 'Bill Details' Tab Added in 'Bill Summary'. 14)'Traded Clients' and 'Non-Traded Clients' tabs added in 'Client A/C Opening' menu 15) 'Expected Payin-Payout' menu added under 'Live Scenarios' 16) 'Peak Margin Shortfall' menu added under 'Live Scenarios' 17) Minor bug fixed.

December 10, 2020

1) Real Family Reports Added. 2) Family wise Financial Balance added in Group Information. 3) Sub -Family Financial Balance added in Group Information. 4) Pledge Repledge Valuation Report Added in Main Reports 5) Bug fixed

October 16, 2020

1) Bug fixed in Ultimate Delivery report 2) Payment Request menu added under Main Reports 3) Family Group menu added in Client Master 4) Now you can change colour of all tiles using 'Change Theme' option in drawer menu 5) Short Term Taxation Report added in Short Term Long Term Report 6) Bug fixed in CDSL selection criteria

August 31, 2020

1) Pledge Stock menu added under Stocks Movement 2) Request Stock menu added under Stocks Movement 3) New changes made in Client Snap Shot - i) Exchange details has been added in Utilization report ii) New fields added in FO Details report iii) New fields added in Stock Detail iv) New detail view added in Cash Details 4) Now reports can be export in EXCEL format 5) Financal year selection option added in Financial Statement, Trial Balance and Current Status Reports 6) IPV Details menu added in MIS Reports 7) In Zonewise brokerage report 3 new reports added 8) Now Clientwise brokerage can be check from Familywise brokerage report 9) Some more selection criteria has been added in few reports 10) Minor bugs fixed

February 18, 2020

1) Management Dashboard Added in Live Scenarios. 2) Minor bugs fixed.

February 10, 2020

1) Summarised Short Term Long Term report option added 2) In Portfolio Return Percentage report we have added - a) Cash Market Cost Basis (C Cost) b) Derivative Market Cost Basis (D Cost) c) Opening and Statutory Charges (O+S) d) Financial Statement (Fin) e) Direct Dividend (Div) 3) Cash Bank details tab added in Financial Statement

December 20, 2019

New Reports Added :- 1) Limit request Report 2) Margin Status Declaration 3) Pre Client Opening Status 4) Span Margin Concentration 5) Actual Profit Loss New Features Added :- 1) Rate App Alert 2) Device Registration 3) Forgot Password 4) Change Password