ajency finaegis-product issues

ajency / finaegis-product

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Invite existing client to my family

#118 georgioajency opened 3 years ago
0
Add a family member from CAS

#117 georgioajency opened 3 years ago
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Imported CAS funds should be added to Zoho

#116 georgioajency opened 4 years ago
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Tax status for Hybrid funds

#115 georgioajency opened 4 years ago
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Handle deletion of clients from Zoho

#114 georgioajency opened 4 years ago
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Minor issues

#113 georgioajency opened 4 years ago
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Cambridge Wealth (CW) - UI updates

#112 georgioajency opened 4 years ago
0
Fallback method - Karvy/CAMS (1/3)

#111 georgioajency opened 4 years ago
0
Inflation - Need to change the calculation logic

#110 georgioajency opened 4 years ago
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Tax Returns for Mutual Fund

#109 georgioajency opened 4 years ago
0
PDF import - View imported PDF

#108 georgioajency opened 4 years ago
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Toggle between XIRR and Abs. Returns for PMS and Portfolio page

#107 georgioajency opened 4 years ago
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Pick up other securities and other holdings from PMS

#106 georgioajency opened 4 years ago
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Mutual fund performance graph

#105 georgioajency opened 4 years ago
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View Fund details

#104 georgioajency opened 4 years ago
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Listing of funds

#103 georgioajency opened 4 years ago
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Discovery of funds

#102 georgioajency opened 4 years ago
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Links to social link for Fianaegis in Email

#101 georgioajency closed 4 years ago
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Timeline for the Product requirements

#100 georgioajency closed 4 years ago
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Hide Goals data is we not handling

#99 georgioajency closed 4 years ago
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Android to go live

#98 georgioajency opened 4 years ago
0
Filter metrics based on broker

#97 georgioajency opened 4 years ago
1
Handle the OTP login for foreign clients

#96 georgioajency opened 4 years ago
2
Add Mutual Fund transactions to the PDF. Also, if PMS is not there, merge the 2nd and 3rd page.

#95 georgioajency opened 4 years ago
1
Need a list of 10 clients

#94 georgioajency opened 4 years ago
1
Need to be able to separate out and store in the DB which folios are transacted by which broker.

#93 georgioajency opened 4 years ago
0
Mutual Funds statement

#92 georgioajency opened 4 years ago
0
Make bank account primary

#91 georgioajency opened 4 years ago
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Remove bank account

#90 georgioajency opened 4 years ago
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Editing of Address

#89 georgioajency opened 4 years ago
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Editing of Nominee

#88 georgioajency opened 4 years ago
0
Editing of FATCA/Professional details

#87 georgioajency opened 4 years ago
0
SIP bounces (Only platform tx) - R3

#86 georgioajency opened 4 years ago
1
View my entire assets by fund house scheme

#85 georgioajency opened 4 years ago
2
Brokerage calculation - List of schemes and brokerage and amount per scheme

#84 georgioajency opened 4 years ago
2
Send out client Portfolio data with custom content

#83 georgioajency opened 4 years ago
1
Client should be able to view the PDF in the browser

#82 georgioajency opened 4 years ago
0
AUM calculation - Aggregate all figures from all clients

#81 georgioajency opened 4 years ago
2
Create a To-do in Zoho when a transaction is complete

#80 georgioajency opened 4 years ago
0
Push notification / Email for client when the transaction is complete. - To do

#79 georgioajency opened 4 years ago
0
Complete design development for all pages for Cambridge Wealth

#78 georgioajency opened 4 years ago
0
Update file name while downloading the PDF

#77 georgioajency opened 4 years ago
0
Settings - CAS import

#76 georgioajency closed 4 years ago
1
Ability to import CAS from Mutual Fund page

#75 georgioajency opened 4 years ago
1
Post import of statement - Error state (3/3)

#74 georgioajency opened 4 years ago
1
Post processing of a statement - Minor client exists

#73 georgioajency opened 4 years ago
1
Gmail sync by connecting Gmail account (2/3)

#72 georgioajency opened 4 years ago
0
CAS upload status on Dashboard

#71 georgioajency opened 4 years ago
0
Redemption of a PMS

#70 georgioajency opened 4 years ago
2
Login - User and Client, first time install

#69 georgioajency opened 4 years ago
0