AIFs

Adding AIF Transactions in MProfit
1. On the MProfit portfolio summary screen, click on the + button and click Add Transaction.   2.  Select AIF from the drop-down list 3.  ...
Tue, 20 Apr, 2021 at 4:24 PM
How to add Contribution, Drawdown and Distribution of Income of AIF Products in MProfit
1. Right click the AIF product name and select 'Add Transaction'              2. Select the transaction type of Investment, Income or Wit...
Tue, 20 Apr, 2021 at 4:32 PM
How to update Current Value for AIF products and get XIRR in MProfit
1. Right Click the AIF asset name and click 'Set Current Value'  2. Enter the details as per the example below. 3. Point the mouse to ...
Tue, 20 Apr, 2021 at 4:39 PM
How Financial Advisors manage AIF products and update Current Values
It is very easy to import investment, withdrawal transactions and update current value for all AIF products across all clients in MProfit. 1. Click Impo...
Tue, 20 Apr, 2021 at 5:45 PM