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Showing 1–25 of 182
| Title | Module | Source | Lines | Size | Created | Updated | Actions |
|---|---|---|---|---|---|---|---|
|
Account and Billing Management
account-and-billing-account-and-billing-how-to.md |
account-and-billing | Frontend | 150 | 9.1 KB | 2026-02-17 05:30 IST | 2026-02-17 11:59 IST | View Edit |
|
Managing Bank Accounts and Other Assets
accounts-assets-general-how-to.md |
accounts
assets-general |
Backend | 131 | 7.3 KB | 2026-02-17 05:30 IST | 2026-02-17 14:10 IST | View Edit |
|
Managing Client Bank Accounts and Cash Holdings
accounts-bank-accounts-how-to.md |
accounts
bank-accounts |
Backend | 185 | 7.9 KB | 2026-02-17 05:30 IST | 2026-02-17 12:02 IST | View Edit |
|
Managing Client Bond Holdings
accounts-bonds-how-to.md |
accounts
bonds |
Backend | 169 | 7.9 KB | 2026-02-17 05:30 IST | 2026-02-17 12:02 IST | View Edit |
|
Fixed Deposit Management for Client Portfolios
accounts-fixed-deposits-how-to.md |
accounts
fixed-deposits |
Backend | 183 | 8.1 KB | 2026-02-17 05:30 IST | 2026-02-17 12:02 IST | View Edit |
|
Managing Client Real Estate Assets
accounts-real-estate-how-to.md |
accounts
real-estate |
Backend | 153 | 6.9 KB | 2026-02-17 05:30 IST | 2026-02-17 12:02 IST | View Edit |
|
Calendar Management and Task Activities
activities-activities-how-to.md |
activities | Frontend | 141 | 8.4 KB | 2026-02-17 05:30 IST | 2026-02-17 11:59 IST | View Edit |
|
Task and Note Management System
activity-activity-how-to.md |
activity | Backend | 278 | 11.1 KB | 2026-02-17 05:30 IST | 2026-02-17 12:02 IST | View Edit |
|
Advisor Rewards and Campaign Management
adminadvisor-adminadvisor-how-to.md |
adminadvisor | Backend | 214 | 9.7 KB | 2026-02-17 05:30 IST | 2026-02-17 12:02 IST | View Edit |
|
Managing Your Advisor Dashboard and Productivity Tools
advisor-dashboard-advisor-dashboard-how-to.md |
advisor-dashboard | Backend | 165 | 9.4 KB | 2026-02-17 05:30 IST | 2026-02-17 12:47 IST | View Edit |
|
AI Search and Smart Prompts for Client Research
ai-ai-how-to.md |
ai | Frontend | 103 | 5.0 KB | 2026-02-17 05:30 IST | 2026-02-17 11:59 IST | View Edit |
|
Analytics and Business Intelligence Reports
analytic-analytic-how-to.md |
analytic | Backend | 272 | 12.6 KB | 2026-02-17 05:30 IST | 2026-02-17 12:02 IST | View Edit |
|
Portfolio Analytics Data Caching and Display Management
analytics-analytics-how-to.md |
analytics | Frontend | 144 | 8.3 KB | 2026-02-17 05:30 IST | 2026-02-17 11:59 IST | View Edit |
|
Mutual Fund Portfolio Management and Analysis
asset-asset-how-to.md |
asset | Backend | 179 | 7.9 KB | 2026-02-17 05:30 IST | 2026-02-17 12:02 IST | View Edit |
|
Asset Data Management and Validation
assets-assets-how-to.md |
assets | Frontend | 123 | 9.4 KB | 2026-02-17 05:30 IST | 2026-02-17 11:59 IST | View Edit |
|
AUM Reconciliation and Data Management
backoffice-aum-reconciliation-backoffice-aum-reconciliation-how-to.md |
backoffice-aum-reconciliation | Frontend | 134 | 8.8 KB | 2026-02-17 05:30 IST | 2026-02-17 11:59 IST | View Edit |
|
Enterprise Brokerage Structure and Commission Management
backoffice-brokerage-management-how-to.md |
backoffice
brokerage-management |
Backend | 251 | 10.5 KB | 2026-02-17 05:30 IST | 2026-02-17 12:02 IST | View Edit |
|
Managing File Upload Filters and Search Preferences
backoffice-file-upload-backoffice-file-upload-how-to.md |
backoffice-file-upload | Frontend | 130 | 5.6 KB | 2026-02-17 05:30 IST | 2026-02-17 11:59 IST | View Edit |
|
Mutual Fund Folio Client Mapping Management
backoffice-folio-mapping-backoffice-folio-mapping-how-to.md |
backoffice-folio-mapping | Frontend | 159 | 8.1 KB | 2026-02-17 05:30 IST | 2026-02-17 11:59 IST | View Edit |
|
Backoffice Import Utility
backoffice-import-utility-backoffice-import-utility-how-to.md |
backoffice-import-utility | Frontend | 150 | 6.9 KB | 2026-02-17 05:30 IST | 2026-02-17 11:59 IST | View Edit |
|
SIP Management Information System (MIS) Reports and Data Export
backoffice-mis-backoffice-mis-how-to.md |
backoffice-mis | Frontend | 216 | 11.6 KB | 2026-02-17 05:30 IST | 2026-02-17 11:59 IST | View Edit |
|
Managing Billing Estimates and Service Usage
billing-pricing-billing-pricing-how-to.md |
billing-pricing | Backend | 173 | 8.1 KB | 2026-02-17 05:30 IST | 2026-02-17 12:47 IST | View Edit |
|
Bills Management System
bills-bills-how-to.md |
bills | Frontend | 104 | 3.6 KB | 2026-02-17 05:30 IST | 2026-02-17 11:59 IST | View Edit |
|
Access and Browse Financial Articles and Insights
blog-blog-how-to.md |
blog | Backend | 162 | 7.3 KB | 2026-02-17 05:30 IST | 2026-02-17 12:02 IST | View Edit |
|
Platform Broadcast and Messaging System
broadcast-broadcast-how-to.md |
broadcast | Frontend | 106 | 5.0 KB | 2026-02-17 05:30 IST | 2026-02-17 11:59 IST | View Edit |