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How can I import my Way2Wealth PMS statement to MProfit?

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  • How can I import my Way2Wealth PMS statement to MProfit?



    1. Login to your Way2Wealth back-office.


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    2. Go to Reports. Next, click on Reporting Server.


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    3. On this page, click Analytical Report in the left menu and then select Transaction Statement.


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    4. Select all required details. Next, click Apply.


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    5. Once your Transaction Statement Report loads on the screen, click As PDF at the top right to export the file as a PDF.


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    6. In MProfit, select the "Way2Wealth Transaction Stmt. MF - PDF (v1)" template and import your PDF file.


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    7. Here is the image of the sample back-office file from Way2Wealth.


    Click image for larger version  Name:	samplefinal.png Views:	2 Size:	43.8 KB ID:	1211






    Last edited by Shweta Rathod; 03-05-19, 11:05 AM.
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