Support Portal

The counterparties page provides you with a view of other financial institutions within your network.  You are able  view the score and report add cou...

To add a new counterparty, click on the “Add new counterparty” button on the bottom left of the screen: You are then prompted to search by name/BIC/LE...

If your counterparty is not already on the EFI platform, you can still send them a request. To do this, click on “Add new entity” on the search results scre...

You can always view the status of your request to a particular counterparty by clicking on the Counterparties tab. The status column provides the curren...

In order to view a Counterparty’s report, the nomination status must be accepted.  Once the request has been accepted and a report is available, you can vi...

If you would like to organise your counterparties to reflect your financial institution’s segments, you can do so on the Counterparties tab. Click on “Add n...

You can organise your list of counterparties into specific segments. This can be dependent on their region, industry, currency holdings or expected level o...