Import your client data as an Advisor

How should I import my client data?

As a Financial Advisor using MProfit to manage client investments, you have the option of importing your client data from many different sources.

Some amazing facts about MProfit's import capabilities:

  • Import formats supported across 700+ brokers, registars & other entities
  • Formats supported include pdf, xl, csv, html, txt, dbf
  • MProfit's import engine contains over 4000+ import templates, each template supporting a unique transaction file format
Stocks
For stocks, you can import your client transaction data from over 700+ brokers & other entites.

MProfit supports commonly available file formats such as:

  • Back-office multi-client tradebook files
  • Back-office sub-broker files
  • Single & multi day digital contract notes

As MProfit supports hundreds of brokers, it is likely that the file you will need to import is already supported in MProfit.

Mutual Funds
MProfit supports direct upload & auto-import of Mutual Fund registrar files from CAMS, Karvy and Franklin Templeton.

These files contain consolidated MF transaction data for all your clients registered under an Advisor's ARN.

Advisory files that you can directly import to MProfit include:

  • CAMS WBR2 file
  • Karvy 221 file
  • Franklin Templeton - distributor file
  • Client CAS statements (Importing CAS can give you additional insights into your client's MF holdings that are not made under your ARN.
Learn how to request CAMS, Karvy, Franklin registrar files for ARN holders

PMS and AIF

MProfit supports a large list of PMS and AIF statement uploads and the list is growing, in line with recent popularity of these asset classes.

If you have a new file format that you would like us to support, just send us a sample at support@mprofit.in, and we'll try our best to add import support for it.

Other Assets

MProfit has its own Excel import templates for a range of other asset classes, namely:

Bonds, Private Equity, Deposits, EPF/PPF, Fixed Deposits, Insurance, Loans, ULIP & more

For any of these asset classes:

  1. Search for the template under Import in the MProfit app; use the keyword "MProfit" to narrow down your search
  2. Once you find your template, add it to My Templates
  3. Under Template Information, download the sample MProfit Excel template
  4. Populate your data in the Excel file that you just downloaded
  5. Once you have entered all your data in the file, save the file & import it back in the MProfit app
  6. Your data will now be imported
Can't find my template in MProfit

If you are unable to find your required template in MProfit, email our support team at support@mprofit.in and we can help you locate it.

If the file that you want to import is not currently supported, you can send us a sample and we'll try our best to add import support for it, provided it is of a supportable format with all the required details.

Auto-import for Advisors

As an Advisor, you likely deal with large volumes of client data at any given time.

MProfit makes it very convenient for you to seamlessly have your data imported to MProfit with our Auto-import feature.

This means that as an Advisor, you can create specific forwarding rules in your email inbox so that trade files that you receive by email are auto-forwarded for import to your MProfit account.

Further, you can also have your clients create similar forwarding rules in their email inboxes, to have their trade data auto-imported to your MProfit account.

Auto-import will thus keep your MProfit client portfolios updated at all times, and you will be able to provide your clients with real-time portfolio updates & reporting.

Click here to learn about auto-import in MProfit