Track existing investments
If your clients have investments under your ARN, you can import them in bulk by doing RTA Feed integration. Please raise a support ticket and our team ...
Sat, 11 Jan, 2025 at 6:34 PM
In the AssetPlus platform, there are two types of assets that you and your clients can see. These 2 are: AssetPlus Holdings These are investments made v...
Thu, 16 Jan, 2025 at 3:31 PM
Clients who are tracking via Consolidated Account Statement (CAS), have to download and upload the latest statement every time they make new transactions OU...
Mon, 13 Jan, 2020 at 5:13 PM
To import and track your client's external investments under other ARN or direct funds, please follow the below steps: Method 1- MFC CAS Import (QR Met...
Fri, 27 Mar, 2026 at 7:01 PM