Ticker Product Support
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Activity overview
Latest activity by Ticker Product Support-
Ticker Product Support created an article,
Email Configuration
Introduction : The Mailback setting needs to be configured so that the client can send the login credentials, auto monthly portfolio, instant report etc. Below are the steps to configure the mailba...
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Ticker Product Support created an article,
UCC Creation
Online Transaction - BSE Star MF- Client Registration - Create UCC To make an online scheme purchase from BSE star MF UCC needs to create. Go to online Transaction - BSE Star MF- Client registratio...
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Ticker Product Support created an article,
Rate Card Mapping
Brokerage - Rate Card Mapping. To map the rate card to an partner or RM go to Rate Card Mapping option. Select the RM or Partner option. Select the rate card name. Select partner or RM. Add the ...
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Ticker Product Support created an article,
Create/update Rate card
Brokerage - Create/update Rate card. To create the sharing percentage of partner go to Brokerage - Create/update Rate card option. Click on create new rate card. Enter the rate card name. Enter ...
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Ticker Product Support created an article,
Brokerage Sharing
Brokerage - Brokerage Sharing. The brokerage of partner can be check through brokerage sharing report. User can check the data of according to branch, RM and agent. Data can be also check of All ...
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Ticker Product Support created an article,
Brokerage Report
Go to Brokerage - Brokerage Report. Brokerage report will show you the data of brokerage received from various AMC's. The data can be check by selecting inputs shown below. User can download the ...
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Ticker Product Support created an article,
Options - Message Board
Go to Option- Message Board. If any message is added in the option, then the message will reflect under client login mobile app under recommendation option. You can add select the client, validity...
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Ticker Product Support created an article,
Options - Mail Signature
You can add the signature through this options. Whenever any mails will be sent or auto mail will send to client then this mail signature will be added in that mail. You can also add image or link...
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Ticker Product Support created an article,
Options - Client Schedule Mapping
Automatic mails of portfolio can be send through client schedule mapping - scheduler options.If any scheduler is created through Scheduler option then you can map the client against that scheduler....
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Ticker Product Support created an article,
Calculator
Go to Tools - Calculator. In this options there are 4 type of calculator… Lump sum calculator, SIP calculator, SIP delay calculator, SWP calculator. You can add the details and the results will re...