Remove Gateway Expenditure
Removes all expenditure entries currently shown on the Gateway page.
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Administrator sign inA central workspace for administrative browser scripts and utilities. Select a tool to view its instructions or copy the script.
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.
Browser-console utilities for Gateway expenditure tasks.
Removes all expenditure entries currently shown on the Gateway page.
Reads the Gateway expenditure table and downloads the data as a JSON file.
Converts a client's supplied personal expenditure list into a Gateway-compatible JSON file for import.
Imports a Gateway-compatible JSON expenditure file and adds the expenditure entries into Gateway.
Searches Gateway using the full client-search endpoint and avoids the broken quick-search workflow.
Downloads the Investment Options Fact Sheet, Retirement Options Fact Sheet and Defaqto Risk Profile documents
Browser-console utilities for CashCalc expenditure tasks.
Imports expenditure from a Gateway JSON export into CashCalc.
Halves discretionary expenditure from a selected slowdown age and creates matching slowdown entries in CashCalc.
Increases all CashCalc expenditure by a percentage entered by the user, with 20% used as the fail-safe value.
Browser-console utilities for Voyant expenditure tasks.
Imports expenditure from a Gateway JSON export into Voyant.
Removes all expenditure entries currently shown in the Voyant Expenses section.
Browser-console utilities for FE Analytics portfolio reporting and monthly document refreshes.
Automatically finds every portfolio under Utility Tools, Admin, creates the standard Medium Scan and downloads each validated PDF in sequence.
Reusable starting points for common client emails. Choose a template, tailor the details and copy the finished wording.
Creates an identification request based on what photographic identification is already held on file.
Creates an email requesting an updated copy of identification that is due to expire or has already expired.
Creates a proof-of-funds request for new business, including top-ups and Cash ISA transfers.
Search LOA contact details and platform-specific change-of-adviser instructions from the internal provider contact register.
Locally held reference documents with calendar-month monitoring. Documents become out of date at the start of the next month.