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Support

Model Strategy changes to Mi-Gateway.

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…

Setting up Duo Multi Factor Authentication(MFA) for Mi-Gateway from your Phone.

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…

Setting up Duo Multi Factor Authentication(MFA) for Mi-Gateway from your Computer.

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…

Upgrade from Version 10 to Version 11 of the Mi-Plan Desktop application.

Note, that your client files (i.e. JoeSoap.client) will not be affected in any way. If you have any problems with this procedure please email support@miplan.co.za. Install the New Mi-Plan application. Go to this page and “Agree to Terms and Sign In” with your email and password. If you have forgotten your password, click on “Email me…

Completely uninstall and remove the Mi-Plan Windows desktop application for Versions 11 & above.

If you have any problems with this procedure please email support@miplan.co.za. Please note that when you uninstall Microsoft SQL Server Compact Edition you will require the admin password. If you do not know your admin password, please contact your IT department for help.  Note, that your client files (i.e. JoeSoap.client) will not be affected in…

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