Popular Articles
9 NOV 2022 - Issues in BSE Star API related to nomination
Dear Finnsys user, As you might be aware that ‘nomination details’ are mandatory for new folio creation w.e.f. October 31, 2022, for investors having tax status as ‘Sole-Proprietor’. Unfortunately, we have not received updated nomination API’s from ...
How to remove duplicate Clients in FinnSys?
As you know that your FinnSys has now got an 'Auto Client Creation' system. Your system is designed to identify the duplicates on the basis of 'Customer Name plus PAN Card'. Hence there are chances that your system could create duplicate clients, if ...
AUM reconciliation - Step to Step Guide
We need to keep our data reconciled in sync with the RTA's AUM data. Hence we suggest you to watch this ' step to step' guide to match your data easily, without any support. Of course we are always there to help you , if you require any ...
How to Find and Fix Negative Units in your Software ?
Your Finnsys Software will function perfectly when your data is properly reconciled with the RTA data. We have provided multiple check system to ensure that your data is completely aligned with the RTA feeds. One such method is to check and Fix the ...
MFSD 246 - Order Karvy folio wise transaction report
Whenever there is a problem in a particular folio or a group of folios, we suggest calling the transaction data of such folio(s) since inception and re-updating them in the system. Placing a request for Karvy folio-wise transaction report – Report ...