FinSwitch Unit Price Upload (Investment Unit Price)

This functionality is used for the upload of a file of unit prices received in a csv file from an Asset Manager, using the FinSwitch Interface.

 

To view the file layout for the uploading of FinSwitch unit price files refer to

Processes

File Transfer

File Layouts

FinSwitch Unit Price Upload

 

Select FinSwitch Unit Price Upload from the sub-menu on the left.

 

 

The FinSwitch Unit Price Upload screen will be displayed. 

 

 

Use BROWSE to select the file to be uploaded and click SUBMIT.