With version 9.1 two major features were added to MProfit Pro and Advisor: 1. Managing your Futures and Options (F&O) trading 2: MProfit Sync – a secure way of having clients view their financial transactions from their computer.
Managing Futures and Options (F&O)
The ability to manage a users F&O transactions has been requested quite frequently and the ease of use of importing and entering those transactions is unmatched. This new feature is available in MProfit Pro and MProfit Advisor. Prices are delayed by 15 minutes which is the same as the cash equity data feeds.
MProfit Sync – one click sharing
The number one request from Advisors has been the ability to share data with clients. MProfit Sync allows advisors to share data in a secure manner with clients. Once an advisor has imported the data into MProfit Advisor they simply click one button and the data is uploaded to the cloud and an email is automatically sent to the client. The client then installs MProfit Investor and enters the information from the email and will see his financial information. For advisors, there is no easier way to provide access to their clients financial information
Anyone using MProfit Pro and Advisor can send messages to all their clients with the built-in MProfit message system. This will allow people to send daily updates or other types of information to their clients in an easy and convenient way.