Bulk Data Download

Bulk Data Downloads can be obtained, in an industry standard .CSV file - which can be imported in to commonly used software such as an Excel spreadsheet.

The downloads can be obtained from a number of Product Providers on a regular basis. They consist of a data file of current client and policy information and include valuations for certain funds or contracts for the agency or agencies associated with your firm.

They are particularly useful when used to update or refresh the client database with up-to-date information or to obtain indicative reference valuations of policies within the recent past.