Wider Wealth

- Added CRM module in Broker Dashboard - Implemented digital accessibility (RPwD compliant) - Enabled Step-Up SIP in order placement (NSE Invest) - Integrated NSE NACH Bank API - Introduced Dark Theme - Enabled multi-language support - Added font size customization - Updated NAV Lookup & Factsheet (Mobile) - Improved transactions pagination - Fixed Portfolio as on Date - General bug fixes & performance improvements

- Mandatory Risk Profiling - BSE Cart for Trusted Mode - Improved SIP Step-up Calculator - Fixed BSE Nominee Issue - Fixed User Profile Picture Issue - Fixed Investment Profile Issue - Fixed Meeting Notes Issue - Updated Invitation Message - Fixed Crashes & Other Issues

- Introduced NSE Invest Cart - Added NSE Invest-Track order functionality - Added Client Search by Equity Code - Added Date Range in Portfolio Reports Download - Added Font Size Settings - Added Nominee Details Screen - Added Terms & Conditions while login / signup - Added Avg. Purchase NAV to be shown in portfolio detail screen - Added Investment via short link - Added BSE Cart Trusted Mode App - Pay via Link option for BSE Trusted Mode - Updated AMFI Links - Fixed Crashes

- AMFI links Updated - Contact Screen for RIA - Improved My Journey So Far - Escalation Matrix in Profiles - Add Nominee in Profile List - Check Nominee during Order Placement - Fixed Weekly SIP Dates - Fixed My Goals Status Bar - Fixed Issue of Onboarding of existing client - Other Fixes and Crashes

- Added Asset Composition Pie Chart - Fixed Calculators - Fixed Issues of NSE Invest - Fixed Other Crashes

- New KYC Onboarding Module - Introduced New NSE Invest - Optimised Client Search for Large IFA - Updated Insurance Filter - Fixed Other Issues and Crashes

- New KYC Onboarding Module - Introduced New NSE Invest - Optimized Client Search for Large IFA - Updated Insurance Filter

- Added NSE/BSE New Nominee Requirements - Other fixes and updates

- BSE Order history - Added action to fetch Real time order status - New Investment NSE - Added option to Choose Folio bank - Enhanced Security Measures - Goal Planner - Edit / Delete Goals - Capital Gain Unrealized - As per New Income tax rules - Changed NSE Add Bank to Manage Banks and improved it's functionality - Improved Transactions Screen - Fixed BSE, MFU Order placing issues - Fixed One-Day Change in Shares/Bonds.

- Added CAS Import - Capital Gain Report for FY 2024-25 - Added Nominee & Guardian relation in onboarding - Added Mobile & Email Relationship in onboarding - Fixed Order Purchase Confirmation issue - Updated MFU onboarding as per New Norms - Updated MFU Mandate Authorisation Process

- Added CAS Import - Capital Gain Report for FY 2024-25 - Added Nominee & Guardian relation in onboarding - Added Mobile & Email Relationship in onboarding - Fixed Order Purchase Confirmation issue - Updated MFU onboarding as per New Norms - Updated MFU Mandate Authorisation Process

- 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

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

- 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

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

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

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