The VisiPlan Gateway
provides interfaces to data feeds from external
data suppliers for use with modules such as Portfolio
Manager, Investment Products & Brokerage.
The Batch Move Utility in VisiPlan Gateway is
used to carry out a number of global changes to
your VisiPlan client data:
Change an Investment Product Code for all
clients
Swap various category codes for all clients
(e.g. change all clients with Status = "Inactive"
to Status = "Archived")
Re-allocate all clients belonging to a particular
Adviser to another Adviser
Batch Move allows the export of selected data,
which can then be imported to other VisiPlan sites:
Export/import selected client data
Export/import invoice and brokerage data
Export/import product data and recommended
product lists
Export/import model portfolios
Export/import Word Writer categories and
documents
