Proinvest

iOS Universel / Finance

Proinvest is a app brought to you by PROINVEST WEALTH MANAGERS PRIVATE LIMITED. This App is for Investors to track their Investment Portfolio and know about Proinvest .

Products covered include Mutual Funds & Equity Shares.

Key Features of Proinvest:

1. Family Portfolio: Check updated Family Portfolio.
2. Applicant Portfolio: Check updated Applicant wise Portfolio.
3. Asset Allocation: Get the details of your Net Worth and its composition.
4. My Risk: Check your Insurance Details
5. Scheme Allocation: Total exposure in different schemes and its current value.
6. Recent Transaction: Check your last 10 Transactions which have done.
7. Calculators: Contains different financial calculators for your help.
8. About Us: know about Proinvest
9. Locate Us - To Contact Us

Quoi de neuf dans la dernière version ?

- 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