Knowledge Articles
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Published
Articles
Showing 1–25 of 67
| Title | Module | Source | Lines | Size | Created | Updated | Actions |
|---|---|---|---|---|---|---|---|
|
Accord Data Integration Management
accord-accord-how-to.md |
accord | Backend | 163 | 8.3 KB | 2026-02-17 05:30 IST | 2026-02-17 12:07 IST | View Edit |
|
Managing Client Bank Accounts
accounts-bank-accounts-how-to.md |
accounts
bank-accounts |
Backend | 162 | 8.3 KB | 2026-02-17 05:30 IST | 2026-02-17 07:03 IST | View Edit |
|
Managing Client Bond Holdings
accounts-bonds-how-to.md |
accounts
bonds |
Backend | 180 | 8.3 KB | 2026-02-17 05:30 IST | 2026-02-17 07:03 IST | View Edit |
|
Managing Client Fixed Deposits
accounts-fixed-deposits-how-to.md |
accounts
fixed-deposits |
Backend | 181 | 7.4 KB | 2026-02-17 05:30 IST | 2026-02-17 07:03 IST | View Edit |
|
Managing Client Real Estate Assets
accounts-real-estate-how-to.md |
accounts
real-estate |
Backend | 150 | 7.7 KB | 2026-02-17 05:30 IST | 2026-02-17 07:03 IST | View Edit |
|
Advisor Rewards and Campaign Management System
admin-advisor-advisor-rewards-how-to.md |
admin-advisor
advisor-rewards |
Backend | 218 | 9.7 KB | 2026-02-17 05:30 IST | 2026-02-17 07:03 IST | View Edit |
|
Create and Manage Financial Asset Advice for Clients
advice-advice-how-to.md |
advice | Backend | 204 | 10.3 KB | 2026-02-17 05:30 IST | 2026-02-17 07:03 IST | View Edit |
|
Advisor Dashboard Overview and Personal Tools
advisor-dashboard-advisor-dashboard-how-to.md |
advisor-dashboard | Backend | 254 | 11.8 KB | 2026-02-17 05:30 IST | 2026-02-17 07:03 IST | View Edit |
|
Asset Management and Portfolio Analytics
asset-asset-how-to.md |
asset | Backend | 187 | 8.8 KB | 2026-02-17 05:30 IST | 2026-02-17 07:03 IST | View Edit |
|
Enterprise Brokerage Management System
backoffice-brokerage-management-how-to.md |
backoffice
brokerage-management |
Backend | 281 | 11.6 KB | 2026-02-17 05:30 IST | 2026-02-17 07:03 IST | View Edit |
|
View Billing Estimates and Service Usage
billing-pricing-billing-pricing-how-to.md |
billing-pricing | Backend | 161 | 7.5 KB | 2026-02-17 05:30 IST | 2026-02-17 07:03 IST | View Edit |
|
Accessing and Managing Blog Content in IFANOW
blog-blog-how-to.md |
blog | Backend | 168 | 7.3 KB | 2026-02-17 05:30 IST | 2026-02-17 07:03 IST | View Edit |
|
Enterprise Brokerage Commission Management
brokerage-brokerage-how-to.md |
brokerage | Backend | 219 | 10.0 KB | 2026-02-17 05:30 IST | 2026-02-17 07:03 IST | View Edit |
|
View BSE SIP Mandate Status and Details
bsemandate-bsemandate-how-to.md |
bsemandate | Backend | 98 | 4.4 KB | 2026-02-17 05:30 IST | 2026-02-17 07:03 IST | View Edit |
|
BSE Mutual Fund Order Processing
bseorder-bseorder-how-to.md |
bseorder | Backend | 144 | 6.5 KB | 2026-02-17 05:30 IST | 2026-02-17 07:03 IST | View Edit |
|
BSE Mutual Fund Scheme Search and Selection
bsescheme-bsescheme-how-to.md |
bsescheme | Backend | 155 | 7.5 KB | 2026-02-17 05:30 IST | 2026-02-17 07:03 IST | View Edit |
|
BSE Trading Platform Integration and Client Management
bseuser-bseuser-how-to.md |
bseuser | Backend | 208 | 9.9 KB | 2026-02-17 05:30 IST | 2026-02-17 07:03 IST | View Edit |
|
Cash Flow Management and Analysis
cashflow-cashflow-how-to.md |
cashflow | Backend | 205 | 9.6 KB | 2026-02-17 05:30 IST | 2026-02-17 07:03 IST | View Edit |
|
Custom Client Report Templates - Create and Manage Personalized Report Layouts
clienttemplate-clienttemplate-how-to.md |
clienttemplate | Backend | 153 | 7.1 KB | 2026-02-17 05:30 IST | 2026-02-17 07:03 IST | View Edit |
|
Managing Client Investment Deployments
deployment-deployment-how-to.md |
deployment | Backend | 188 | 9.6 KB | 2026-02-17 05:30 IST | 2026-02-17 07:03 IST | View Edit |
|
Managing Client Documents and Files
document-management-document-vault-how-to.md |
document-management
document-vault |
Backend | 234 | 9.7 KB | 2026-02-17 05:30 IST | 2026-02-17 07:03 IST | View Edit |
|
Managing Email Subscription Preferences for Client Communications
emailsubscription-emailsubscription-how-to.md |
emailsubscription | Backend | 149 | 7.3 KB | 2026-02-17 05:30 IST | 2026-02-17 07:03 IST | View Edit |
|
Master Data Management and Reference Information
enterprise-enterprise-how-to.md |
enterprise | Backend | 246 | 11.3 KB | 2026-02-17 05:30 IST | 2026-02-17 07:03 IST | View Edit |
|
Export Client and Investment Data to Excel Reports
excel-excel-how-to.md |
excel | Backend | 183 | 9.0 KB | 2026-02-17 05:30 IST | 2026-02-17 07:03 IST | View Edit |
|
Expense Tracking and Budget Management
expense-expense-how-to.md |
expense | Backend | 227 | 9.1 KB | 2026-02-17 05:30 IST | 2026-02-17 07:03 IST | View Edit |