Mercury System Management
Delete Transactions
Introduction: Transaction management is a critical aspect of financial advisory services. MADOSX, a dynamic platform developed in MADOSX, provides a feature to manually delete transactions across various asset classes such as Client Mutual Funds, ...
Fees Administration & Management
Effective fee administration is crucial for financial advisors to ensure a seamless billing process and maintain strong client relationships. With MADOSX, a comprehensive platform offered by Vijya Fintech Pvt Ltd, financial advisors can efficiently ...
Email Configuration and Settings in Gmail/G Suite
Introduction: Email configuration is a crucial aspect of managing communication within a platform like MADOSX. By properly setting up your email, you can send and receive messages seamlessly, ensuring efficient communication with clients and ...
Streamlining Client Communication with Notification Centre
Introduction: MADOSX Notification Centre is a powerful tool that enables financial professionals to streamline client communication and stay connected with their clients effectively. This comprehensive feature allows users to configure event-based ...
RTA File Management
Introduction: RTA file management is a crucial aspect of financial advisory, allowing advisors to seamlessly import and process data from Registrar and Transfer Agent (RTA) platforms. With MADOSX, a comprehensive platform offered by Vijya Fintech Pvt ...
Brand White Labeling
Introduction: White labeling is a powerful feature in MADOSX that allows you to customize the platform with your own branding, giving your clients a seamless and personalized experience. In this article, we will provide a step-by-step guide on how to ...