Advisor Features

Rich features available for the Advisors

ARN Investment Summary

Advisor can view the total investments and its current value of all the clients referred as Assets Under Management (AUM). Additionally, summaries of total dividend or interest received, total dividends reinvested, the total value of the portfolio and profit/loss values of investments can also be viewed. To take timely and strategic actions, this option is very helpful. This option is a highly customized and allocates investment options like Equity, Balanced, Growth, ELSS, Liquid etc. that the clients have been utilizing in their investments. View AUM grouped by Registrar, AMC & Asset type.

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ARN Portfolio Manager

This is an ideal option for the advisor. With the ARM portfolio manager option, advisors can manage both small and large portfolio investments. It is a detailed view for each of the scheme invested by all clients. Result contains the Name of the scheme, Investment amount, Switch out amount, Number of remaining units, Current NAV, Current value, Redemption value, Dividend payout value, Dividend reinvestment, XIRR return, absolute return and number of days since the first investment in the scheme. This option is very sophisticated and allows advisors’ to keep track of all portfolios.

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Import

MyFin is capable of importing transactions and NAV automatically from the registrars. Utilize this time to increase your business. MyFin provides an option to import Investor Master information in which Investor details, Joint Account Holders, Nominees, PAN, Aadhaar, Bank account details of each portfolio can be identified. Advisors can import the SIP details. This will help in generating Active SIP, SIP Addition, SIP Completion & SIP Termination reports to keep a track of the systematic investment plans.

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Exceptions

If the client has incurred any error in using the application, this option will provide a list of exceptions occurred within the application. Details related to each transaction will be displayed for easy understanding of the error and its underlying cause. This will display the user who encountered the error, page and function in which the error occurred and the detailed error message as to why the error incurred is included which can be used by the application developers and MyFin support team to identify the issue and fix it.

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Family

When investors want to add in more clients to their account, this option allows adding in one or more users to the Family. Once the family mapping has been created, any users who are part of the family can view the portfolio of all members with in the family. This feature is particularly effective for understanding the profit and loss aspects of different schemes and how it can benefit from meeting financial goals of the whole family.

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Festival

Along with providing excellent investment maintenance options, the application also includes a feature to send festival greetings to all investors. This is a good way to foster relationships amongst different investors and creates a friendly environment. Festival greetings are a way to show our gratitude towards our respected clients and to show how much they mean to us. Greeting will also appear on the festival day when investors have logged in.

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Investors

Advisors can get a list of all the investors under their ARN. It is useful to keep track of investors and understand their portfolio. Also, the list of investors who are not registered in the system and having their investments with the Financial Advisor will also be displayed.

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Last Import

Admin can view the last import date and time for all 4 operations Investor Master, NAV, SIP and Transactions. This option is very functional and avisors can trace the most previous import transaction with the particular registrar for the import type.

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MyFin Configuration

This is the configuration section where the advisors can change configuration which decides the behavior of the application. Advisor can set their Company name, contact person, address, phone number, mobile number, fax number, email address. Provides an option to configure the mail account details used by the application to send email notifications. Configure the details required for auto import of NAV and transactions from each registrar and a lot more features.

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Resend Links

If there is a situation in which the user has deleted their account details mistakenly or there is a need for password reset- admin can alter user account details and send mails from this option. Editing account details, entering new details or managing passwords, all actions and emails can be sent from this screen. User friendly instructions will be included so that even a new investor in the market or a new user with the application can understand and use it easily.

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User List

List of all the users registered with the application. Each user can have one or more investor PAN added. Admin has the option to modify the user properties. However, Admin cannot view the password or the secret answer of the user. This assures the safety and security level provided to the clients.

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Email

Advisors can greet Clients on their birthday or anniversary greeting through email. These greetings are a part of developing better relationships with the clients. Additionally, advisors can send newsletter or any other financial market related informational letter.

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Admin Console

Admin Console helps the user to track the logins, users, investors, transaction counts in each registrar, email activity, desktop, mobile and app usage at ease. It provides a graph on the site & app usage pattern of the clients in addition to email count. Additionally, it will help the advisor identify the type of devices most used by their clients.

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Reports

Generate reports quickly and export it to PDF or Excel. Portfolio, Profit & Loss, SIP Addition/Completion/Termination, Capital Gain, Investors, Users, Login, Dividends, AUM, Top Investors, Investors without PAN/Aadhaar are few of the reports that the admin can generate and share with the investors on demand.

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