Onboarding
Onboarding
We want to get you up and running as quickly as easily as possible, and we have a couple of options. If money is your prime concern, you can completely avoid our onboarding fee by onboarding yourself. However, if resources are a tighter constraint, you may prefer our onboarding service which does the heavy lifting for you.
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Self-Service
For Authorities wishing to spend as little as possible, you can onboard yourself for free. We will give you access to your entity on an “as-is” basis. There may or may not be some existing trades in there, depending on whether your Authority has participated in any of our previous joint initiatives with CIPFA. We have tools for you to upload large volumes of deals with reports to help you reconcile to your existing records. Non-deal related cashflow data can be built up using our tools, and counterparty limits can be created. FREE
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Supported Onboarding
For Authorities who are tight on internal resources, we can assist with the tasks to get you up and running. We will take your deal related data in a format that works for you, and import it, providing a reconciliation to your records, and instructions on checking variances. We will import your cashflow data, reconcile your daily bank positions over a reasonable period and set up your investment counterparty limits.
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Timescales
For self-service Authorities, you can be given access as soon as the documentation is agreed. For Supported Onboarding, once you have agreed to proceed, we will provide an onboarding timetable, working back from your target Go Live date. If good quality data is provided according to the timetable, we can have you up and running in a couple of weeks.
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Example Docs
The documentation to get you onboard is not onerous. We will provide you with the following: Onboarding Timetable – for Supported Onboarding End User Licence Agreement (EULA) – our standard terms for using our site EULA Schedule for signing – specific contractual agreement Client Onboarding Form for signing – simple form for our admin set up This is in addition to any ICT questionnaires you may need completing and supplier set up forms your side.