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Agency Bulk Upload for High-Volume Agency Onboarding

Will Ledwith
Will Ledwith
Senior Product Owner working on our SaaS platform.

Will from Fenergo walks through what the new Agency Bulk Upload capability can do and how it's configured. The new 'Agency ETL' task offers a new way to onboard large volumes of funds (Underlying Principals) and Products for an Investment Manager directly from an Agency Request journey.

Instead of keying every fund and product through Add Parties to Request and Agency Request Details, users can now upload CSV files and map their contents to requirements to upload up to 1,000 Underlying Principals and 5,000 products per Agency Request journey.