To commence an Investment Datafeed from Sentinel provider, 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 - REQUEST THE DATAFEED
The first step is to request the initialisation of the Datafeeds.
Send the below email:
SUBJECT: Sentinel Data Feed Setup in AdviserLogic
MAILTO: YOUR SENTINEL CONTACT
Dear (Your Contact),
Please arrange a data feed into AdviserLogic for all of existing client accounts, pending client accounts, and any client accounts opened in the future under the following Adviser:
Adviser Name: [Insert Adviser Name]
Adviser Code: [Insert Adviser Code]
Please send me email confirmation once this has been completed.
PHASE TWO - LINKING THE DATAFEED TO YOUR ADVISERLOGIC ACCOUNT
1) Log in to your AdviserLogic account.
2) Go to Datafeeds:
For old Adviser Home page:
For new Adviser Home page:
3) Choose "Datafeed Codes" from the menu on the left:
4) Click "Add", and in the Window that appears, select “Sentinel”
5) The page will update to display the necessary fields; enter your Adviser code (Once you will receive confirmation from Sentinel) and click on save.
That’s it! Your Sentinel datafeed should then commence automatically within a few days.
GENERAL INFORMATION ABOUT THE SENTINEL DATAFEED
What information does this feed provide?
Investment Details: Unit Balance and Transactional Data, including purchases, redemptions and distributions.
This Datafeed updates daily.
What information is not available?
Cash management accounts(CMA)
Insurance Policy information
Client personal information except for Name
What conflicts might it cause?
None are currently known