Today, we released an update to v9.4 of MProfit although the version number has stayed the same many new features were added. v9.4 (1013.007) contains all the goodies mentioned below:
– Import of other ledgers in Accounting (if you have any bank ledgers you would like added please email them to us at support@mprofit.in and we’ll create a template)
– Automatic copy of portfolio data to a cloud folder for multiple license holders
– Recording of events of adding voucher entries to PMS from bank import (similar to macros). For example, a PMS entry of dividend pay-out or interest income from a particular asset can be automated during the bank import process
– Sync feature optimised,  the sync will only upload data for those clients whose data has changed
– Advisors can send message to each family separately
– Negative interest amount allowed in PMS to take care of debit by banks in case of premature withdrawals
– Auto archiving of your data on your computer at regular intervals
– Feature for Switch-in/Switch-out and FD Renewal handling changed for accounting purpose to take care of 2-3 days gap between two transactions. Now all the entries are posted in the ledger called ‘Asset Switch/Renewal’
– Better handling of duplicate entries during bank import