As a Financial Advisor using MProfit to manage client investments, you have the option of importing your client data from many different sources.
MProfit supports commonly available file formats such as:
As MProfit supports hundreds of brokers, it is likely that the file you will need to import is already supported in MProfit.
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:
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 email@example.com, and we'll try our best to add import support for it.
MProfit has its own Excel import templates for a range of other asset classes, namely:
For any of these asset classes:
If you are unable to find your required template in MProfit, email our support team at firstname.lastname@example.org 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.
As an Advisor, you likely deal with large volumes of client data at any given time.
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.