Yes you can. IFAnow is a comprehensive back office software. We allow a wide range of Feed files to be uploaded.


Transaction Files

 

Registrar File Name/Number Format Supported
CAMS WBR2, WBR2A(for change of broker data)
DBF
Karvy MFSD 201 XLS
Sundaram ER02 DBF
Franklin Templeton Transaction for a period files DBF

We also support transaction upload facility if you are NJ, Prudent or iFast sub broker.

We also have an IFAnow format for bulk upload of MF transactions not routed through your ARN code. Download Format


SIP/STP Files

 

Registrar File Name/Number Format Supported
CAMS WBR49 (order twice, one Entry and one Cease) DBF
Karvy MFSD 243, MFSD 231
DBF
Sundaram ER16 DBF
Franklin Templeton Active SIP File DBF
Franklin Templeton Closed SIP file DBF


Folio Master Files

 

Registrar File Name/Number Format Supported
CAMS WBR9 DBF
Karvy MFSD 211 XLS
Franklin Templeton Investor Folio Details DBF



AUM Files

Registrar
File Name/Number Format Supported
CAMS WBR22 / WBR53 DBF
Karvy MFSD203 XLS
Franklin Clientwise AUM or whose
balance exceeds 'N'
DBF
Sundaram ER08     DBF