How Financial Advisors manage AIF products and update Current Values

Modified on Tue, 20 Apr, 2021 at 5:45 PM

It is very easy to import investment, withdrawal transactions and update current value for all AIF products across all clients in MProfit.

1. Click Import and search by 'Template' using MProfit AIF keyword

and select MProfit AIF Transactions template and add it to your templates.

2. Download and update the excel file with your AIF products details as per the example shown in this file.  Click here to download the sample file.

3. One Current values are updated, you will get accurate XIRR for all your AIF products.

4. It is a good practice to create one excel file for all of your AIF products only for Current Value. You can then only need to update current value each month and import the file to update the current value for all AIF products across all your clients.

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