As a Financial Advisor, seamlessly importing your client data from different sources is made possible with MProfit.
Some noteworthy facts about MProfit's import capabilities:
If you are trying to import a file that is not currently supported in MProfit, please email us a sample to firstname.lastname@example.org and we will look into it.
MProfit supports commonly available file formats such as:
Mutual Fund files that you can directly import to MProfit include:
Learn how to request registrar mailback files in the links below:
MProfit supports transaction statements provided by many PMS and AIF 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 look into providing import support for the file.
MProfit provides you Excel import templates for a range of other asset classes, namely:
To import data for these asset classes using MProfit templates:
If you are unable to find your required template in MProfit, email us 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 to email@example.com and we'll try our best to support it.
As an Advisor, you deal with large volumes of client data at any given time.
As an Advisor, you can create specific forwarding rules in your email inbox so that your transaction files are automatically forwarded to your MProfit account for auto-import.
Further, your clients can also create similar forwarding rules in their personal emails, if they want their transaction files to be auto-imported to your MProfit account.
Auto-import keeps your MProfit client portfolios updated at all times, allowing you to thus provide your clients with real-time portfolio reporting.