Easy way to clear cache on all Browsers: Open up the browser where you plan to clear the cache. Press Ctrl+Shift+Delete simultaneously on the keyboard. This will open up a window used to clear the cache. Make sure you set the Time Range set to All Time/Everything. Check-mark Cookies and other site data and Cached images and files, make sure not…
We have introduced some new functionality to MiGateway where you are now able to select the client’s investment strategy (e.g., Inflation Plus or Offshore Models) when uploading a mandate. We have left the Local/Offshore dropdown selection for Mandate Application Forms. When uploading a new mandate for a client, you will notice that a new field…
To view Communications sent to your Clients, select a client from the clients section. Once you have selected the client, all Communications will be displayed below. You can also download all Communications to the client by clicking the “Download All Communications For Client” button. Note: please ensure a client is selected before clicking the button.
To register and log into Mi-Gateway please follow these instructions: 1. To create an account, click the register button at the bottom of the page. 2. Please fill out all the required fields marked with the *. 3. Once you have created your account you can proceed to log in. Enter your Username and Password…
We have recently implemented MFA for Mi-Gateway. MFA creates an additional layer of security when logging into Mi-Gateway by using your phone as part of the authentication process. For more information, please email analytics@miplan.co.za or your contact person at Mi-Plan. To set up MFA, we will need to enable it on your account. You will…
We have recently implemented MFA for Mi-Gateway. MFA creates an additional layer of security when logging into Mi-Gateway by using your phone as part of the authentication process. For more information, please email analytics@miplan.co.za or your contact person at Mi-Plan. To set up MFA, we will need to enable it on your account. You will…
If you would like to add an Entity Client to Mi-Gateway then please follow these instructions: Select Add Client on the client page. Select Entity. Provide information for all groups. Please note that in order to save an Individual Client you will have to have a minimum of an Email, Registered Name and Registration number. Once a…
If you would like to add an Individual Client to Mi-Gateway then please follow these instructions: Select Add Client on the client page. Select Individual. Provide information for all groups. Please note that in order to save an Individual Client you will have to have a minimum of an Email, First Name, Last Name and ID number….
There are certain features within Mi-Gateway, that allow you to send emails to your Clients. If you would like to send an attachment with the email, the document has to be hosted remotely by a file storage provider such as Dropbox. Follow these instructions to share documents with your clients. Before you can share a…
You can send your Clients an Email, containing personalized content. This allows you to have direct contact with your Clients.
