issues
search
ajency
/
finaegis-product
0
stars
0
forks
source link
issues
Newest
Newest
Most commented
Recently updated
Oldest
Least commented
Least recently updated
Login - As a New user
#68
georgioajency
closed
4 years ago
0
Re-do get investment ready process again
#67
georgioajency
opened
4 years ago
0
Alert in case minor is not major
#66
georgioajency
opened
4 years ago
0
Make available all the features of R1 on iOS
#65
georgioajency
opened
4 years ago
0
Add ability to Lock and Unlock user in Zoho and our system
#64
georgioajency
opened
4 years ago
4
Login page - Read OTP - Change API
#63
georgioajency
opened
4 years ago
0
Update Bank account of existing folios
#62
georgioajency
opened
4 years ago
0
Editing of personal information
#61
georgioajency
opened
4 years ago
2
Mapping of advisor to family from Zoho
#60
georgioajency
opened
4 years ago
0
Schedule meet with advisor via app
#59
georgioajency
opened
4 years ago
0
View advisors
#58
georgioajency
opened
4 years ago
0
Remove family member
#57
georgioajency
closed
4 years ago
1
Edit existing family member?
#56
georgioajency
closed
4 years ago
1
Add a new family member
#55
georgioajency
opened
4 years ago
1
Notification for portfolio update
#54
georgioajency
opened
4 years ago
0
System wide notification preferences
#53
georgioajency
opened
4 years ago
0
Show status against every request in app
#52
georgioajency
opened
4 years ago
0
Create tasks in Zoho for every change request
#51
georgioajency
opened
4 years ago
0
Submit support or change requests via app
#50
georgioajency
opened
4 years ago
0
KYC verification
#49
georgioajency
opened
4 years ago
0
Backdoor access to the app
#48
georgioajency
opened
4 years ago
8
Send error mail in case line item skipped
#47
georgioajency
opened
4 years ago
2
PMS Performance View
#46
georgioajency
opened
4 years ago
3
Create an email when a new user is created
#45
georgioajency
opened
4 years ago
5
Import Invesco PMS
#44
georgioajency
opened
4 years ago
0
Graph under family aggregate view
#43
georgioajency
opened
4 years ago
0
New addition to folio - Need to highlight. Green means new. grey means no change
#42
georgioajency
opened
4 years ago
3
% up by month and year on Portfolio and Asset class page
#41
georgioajency
opened
4 years ago
6
Split family member after creating separate login
#40
georgioajency
opened
4 years ago
10
Handle logging of a user after 3 months
#39
georgioajency
opened
4 years ago
3
Notification for portfolio update - SMS
#38
georgioajency
opened
4 years ago
0
Integration with morningstar or ICRA
#37
georgioajency
opened
4 years ago
0
Category inclusion in performance graph and Fund performance
#36
georgioajency
opened
4 years ago
1
Mutual fund folio analysis
#35
georgioajency
opened
4 years ago
1
Toggle for absolute/returns
#34
georgioajency
opened
4 years ago
8
Login using TouchID / FaceID / PIN (Screenlock)
#33
georgioajency
closed
4 years ago
0
Setup TouchID / FaceID / PIN (Screenlock)
#32
georgioajency
closed
4 years ago
0
Add a bank account
#31
georgioajency
opened
4 years ago
4
Nominee & Declaration
#30
georgioajency
closed
4 years ago
0
Your address
#29
georgioajency
closed
4 years ago
0
In person verification
#28
georgioajency
closed
4 years ago
0
Investment status - Summary view
#27
georgioajency
opened
4 years ago
0
PAN verification
#26
georgioajency
opened
4 years ago
0
Get investment ready option - Home page
#25
georgioajency
opened
4 years ago
0
Upload Signature
#24
georgioajency
opened
4 years ago
0
Personal Information - Enter details
#23
georgioajency
opened
4 years ago
0
Upload your photo
#22
georgioajency
closed
4 years ago
0
View my portfolio - Summary (Funds exist)
#21
georgioajency
closed
4 years ago
0
View my portfolio - Empty state
#20
georgioajency
closed
4 years ago
0
Portfolio Analysis
#19
georgioajency
opened
4 years ago
0
Previous
Next