FinnSys Software - Product Learning & Help | Section 4 : Data Management | Academy
Daily Subscriptions : CAMS
Daily Subscription - Karvy
Historic Data : CAMS
Historic Data - Franklin
Historic Data : Karvy
Daily Subscriptions
Historic Imports
De- Duplication of Clients
Restore the missing Folios
Security and Passwords
SQL Database Back up
Database Backup & Restore
Merger
test draft
AUM Reconciliation Process
Bulk Data Upload process
FT Client Master & Trx Master
How to Fix Negative Units ?
Auto Upload Set Up
Mailback file request
Folio Correction
What to do when you need to correct a small number of folios
AuM reconciliation
Tally the balance units of folios in your website with that of RTA and weed out the discrepancies in one shot. No more one-by-one folio inspection or correction.