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Onboarding

Market Services>Front-End Reconciliations>Onboarding

Onboarding

Should you wish to sign up to use the Front-End Recs service, please contact servicedesk@limoss.london as you will need to sign an MUA (Market User agreement) before your account can be created by LimeIQ.

Upon onboarding, you will gain access to The Q, direct client portal—a centralised resource with essential platform insights, user guides, best practices, and the latest updates to help you maximize the value of LimeIQ.

LimeIQ have a dedicated team ready to guide users through the onboarding process.

For Managing Agents

  • During the onboarding process, Managing Agents provide a list of UMRs and identify the DCAs they wish to onboard.
  • LimeIQ then reaches out to each identified DCA, informing them that the MA is requesting BDX submission and validation via LimeIQ.
  • Managing Agents join an onboarding and training call that lasts about an hour and includes:
    • A full walkthrough of the platform
    • An overview of the monthly process (file submission, data validation, and export)
  • Managing Agents have the option of scheduling follow-up sessions to explore reporting features in more detail and receive additional training as needed.
  • After onboarding, Managing Agents can view and monitor BDX submissions and reports across all selected DCAs.

For DCAs

New Users

  • LimeIQ uploads a few recent months of historical BDX data to populate the platform with training content any new DCAs.
  • During the onboarding session:
    • DCAs receive live demo of the platform using their own historical data.
    • DCAs receiving training covering monthly submission workflows. This includes explaining how to submit, validate, and export BDX files.
  • DCAs explore the platform using demo data ahead of their first live submission.
  • As the go-live date approaches, LimeIQ schedules a follow-up session to revisit workflows and answer questions.
  • After the first full month of processing, the workflow becomes consistent and repeatable.

Active Users

  • If a Managing Agent requests BDX from a DCA already using LimeIQ, that DCA submits using the same standard process.
  • No additional onboarding is required—existing users follow the same submission and validation workflow across all syndicates.
  • DCAs can upload one file with BDX data for multiple syndicates

For Brokers

  • Receive a walkthrough of the full DCA submission and validation process.
  • Gain access to view BDX files submitted by DCAs.
  • Use visual dashboards to track submission, validation and reconciliation status