Gateway
Remove Gateway Expenditure
Removes all expenditure entries currently shown on the Gateway page.
Dashboard
A central workspace for administrative browser scripts and utilities. Select a tool to view its instructions or copy the script.
VERSION
Disclaimer
This website was created for personal use and the tools are developed and amended on a case-by-case basis. Scripts and utilities may contain errors, may not account for every scenario, and may stop working if the systems they interact with are changed. All outputs, client data and work completed using these tools should be checked carefully before being relied upon or submitted.
Gateway Tools
Browser-console utilities for Gateway expenditure tasks.
Gateway
CashCalc
Voyant
Export Gateway Expenditure
Reads the Gateway expenditure table and downloads the data as a JSON file.
Beta
Gateway
Convert Client Expenditure to Gateway JSON
Converts a client's supplied personal expenditure list into a Gateway-compatible JSON file for import.
Beta
Gateway
Import Expenditure — Gateway
Imports a Gateway-compatible JSON expenditure file and adds the expenditure entries into Gateway.
Beta
Gateway
Gateway Client Finder
Searches Gateway using the full client-search endpoint and avoids the broken quick-search workflow.
Gateway
Download Key Documents
Downloads the Investment Options Fact Sheet, Retirement Options Fact Sheet and Defaqto Risk Profile documents
CashCalc Tools
Browser-console utilities for CashCalc expenditure tasks.
Gateway
CashCalc
Import Expenditure — CashCalc
Imports expenditure from a Gateway JSON export into CashCalc.
CashCalc
Add Discretionary Spending Slowdown
Halves discretionary expenditure from a selected slowdown age and creates matching slowdown entries in CashCalc.
CashCalc
Inflate All Expenditure
Increases all CashCalc expenditure by a percentage entered by the user, with 20% used as the fail-safe value.
Voyant Tools
Browser-console utilities for Voyant expenditure tasks.
Gateway
Voyant
Import Expenditure — Voyant
Imports expenditure from a Gateway JSON export into Voyant.
Voyant
Remove Voyant Expenditure
Removes all expenditure entries currently shown in the Voyant Expenses section.
FE Analytics Tools
Browser-console utilities for FE Analytics portfolio reporting and monthly document refreshes.
FE Analytics
Monthly Medium Scan Downloader
Automatically finds every portfolio under Utility Tools, Admin, creates the standard Medium Scan and downloads each validated PDF in sequence.
Email Templates
Reusable starting points for common client emails. Choose a template, tailor the details and copy the finished wording.
Email
Identification Request
Creates an identification request based on what photographic identification is already held on file.
Email
Expiring Identification
Creates an email requesting an updated copy of identification that is due to expire or has already expired.
Email
Proof of Funds
Creates a proof-of-funds request for new business, including top-ups and Cash ISA transfers.
Provider Contacts
Search LOA contact details and platform-specific change-of-adviser instructions from the internal provider contact register.
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Source: Provider Contact.xlsx
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Document Library
Locally held reference documents with calendar-month monitoring. Documents become out of date at the start of the next month.
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