To commence an investment Datafeed from APN, please follow these steps:
NOTE: Investment Datafeeds are only available to users holding an Investment Adviser License or Comprehensive Adviser License.
Contact your BDM for more information on License Types.
PHASE ONE - RETRIEVE THE DATAFEED FILE
You will have to login to your APN account and retrieve the data file in csv format and follow the Phase two to get the data in your AdviserLogic Account.
PHASE TWO - UPLOAD THE DATAFEED FILE TO ADVISERLOGIC
1) Log in to your AdviserLogic account.
2) Go to Datafeeds:
3) Choose "APN (CSV)" from the menu on the left:
4) Click "Add Files", and in the browse window that appears, locate the APN CSV file:
5) Click "Open" to begin uploading. Once the upload completes, the file will be displayed as follows:
That’s it! The APN file should 'disappear' overnight, and the Client account data will become available in the "APN" section of the Datafeeds area.
If the APN file is still visible the next day, contact firstname.lastname@example.org for assistance (be sure to include a copy of the CSV file).