Day 1
Connect your feed
Set up the mailback once. We collect from then on.
The files are read and reconciled overnight, and Feed health shows the state of each one.
File passwords added
The week, day by day
From signing up to your clients' portal.
Four steps across seven days, each one shown on the screen it switches on.
Days 2–3
Every folio mapped
Clients, families and folios matched into one book.
Clients are matched across both registrars, and rows that match nobody are held for review.
One book
- Clients matched across both registrars
- Every folio on the right client
- Household mapping with owners
- Checked by us
Day 4
Your team, your roles
Add your staff and give each person only what their job needs.
Roles from templates or from scratch — read, create, update and delete per module.
A role for every person
- Read
- Create
- Update
- Delete
Day 7
Live
Your book, your reports and your clients' portal, switched on.
Each client sees their own portfolio, SIPs, family holdings and capital gains, in any browser.
- Your book
- Your reports
- Your clients' portal
All three switched on.