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FinFl- Broker Bridge - Motilal Oswal
Step 1: User to access Motilal Oswal API url. https://invest.motilaloswal.com/moAPI/Home/Login Enter User ID and Password Step 2: OTP will be send to the registered mobile number. User to enter the OTP. Step 3: Click on "Create an API Key" button ...
Screen Definitions
Organization - User Management
Below workflows explain's: 1. Creation of new user 2. Adding a user to the default group 1. Creation of new user: For accessing FinFlo, one can create User ID on the platform by going through simple steps that are illustrated in the form of screen ...
FinFlo - Role Matrix
In FInFlo, there are varied roles that can cater to the needs of an organization. The access to the modules in FinFlo is granted or restricted by the nature of the role that is given to a user. The creation of the users can be found in the Link. ...
PMS as Portfolio
FinFlo allows users to add Mutual Funds, Direct Equity, Other Financial Assets like PMS, Bonds, Gold, Real Estate and other assets in a Portfolio. Concept: PMS is an asset type and can be managed depending on level of details that an advisor intend ...

Popular Articles
PMS as Portfolio
FinFlo allows users to add Mutual Funds, Direct Equity, Other Financial Assets like PMS, Bonds, Gold, Real Estate and other assets in a Portfolio. Concept: PMS is an asset type and can be managed depending on level of details that an advisor intend ...
Screen Definitions
Customer Onboarding - UCC Mapping, User ID and Categorization
As part of data migration, an important step is to build customer data in an excel in a set format. The data sheet will then be used for loading and creating customers as one time excercise. While preparing the data sheet below points have to be ...
RTA - Karvy Mailback Request - Investor Master Folio Details
User can access Karvy Distributor Mailback Service from the link: https://mfs.kfintech.com/mfs/distributor/General/Distributor_Home.aspx On Karvy Distributor Login page, user to enter registered user id, password and click on <Sign In> button. Click ...
FinFlo - Role Matrix
In FInFlo, there are varied roles that can cater to the needs of an organization. The access to the modules in FinFlo is granted or restricted by the nature of the role that is given to a user. The creation of the users can be found in the Link. ...

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