How to do a FE (Financial Express) update

The CCD system comes complete with a daily price feed from Financial Express; this allows you to easily revalue your clients' assets.
 To run the update, navigate to Updates from the main screen and select ‘Download a Price update from Financial Express’.

From the ‘Funds’ screen, ensure you select option for ‘Download a Fund Price update for all funds from Financial Express’. This will populate all fund details available from Financial Express and is recommended to carry out on regular intervals to keep your fund data up to date.

After running the Financial Express Feed for all funds, we also recommend to use the ‘Download a Fund allocation update for all funds’. This will ensure that you will get full and up to date fund allocations into your CCD as well.