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Introducing ‘Bulk Editing’ — A new way to manage client configurations

June 5, 2024

Keeping track of multiple client configurations can be challenging, especially when it involves managing various parameters like asset limits and short sales bans. Manual updates are time-consuming and prone to errors, leading to inefficiencies in your workflow. 

That's why we're excited to announce our latest product feature: Bulk Edit.

How it works

1. Accessing the Feature

Navigate to the 'Assets & Instruments' section on our platform and select 'Bulk Edit.'

2. Creating a template

Choose the assets or configurations you want to adjust and download a template in .CSV format.

3. Editing the template

Open the .CSV file in your preferred spreadsheet software and make your changes following our simple format guidelines.

4. Uploading changes

Once you've made your edits, upload the edited file back to our system. 

5. Confirm and apply

Review the changes and click 'Update' to apply them across your client base.

With our Bulk Edit feature, you can now streamline your configuration management process, saving time and ensuring accuracy.

If you are a client of Finery Markets and wish to learn more about this feature, please contact your assigned customer success team. For non-customers, we invite you to connect with us through this form and discuss how this and other features can help your trading operations.

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