To commence an Xplore Wealth / IAS Investment Datafeed, 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
Email your contact at Xplore Wealth / IAS and request an AdviserLogic Datafeed:
To: [Your Contact]
Subject: AdviserLogic Datafeed
Dear [Contact Name],
Please assist me with initiating a datafeed to AdviserLogic for our Adviser Code(s), which I have listed below:
PHASE TWO - LINKING THE IAS FEED TO ADVISERLOGIC
1) Log in to your AdviserLogic account.
2) Go to Datafeeds:
3) Choose "Datafeed Codes" from the menu on the left:
4) Click "Add", and in the Window that appears, select “IAS”
5) The page will update to display the necessary fields; enter your IAS Adviser Codes in the fields:
That’s it! Your Xplore Wealth / IAS datafeed should then commence automatically once the setup is completed in Xplore Wealth’s systems.
GENERAL INFORMATION ABOUT THE XPLORE WEALTH / IAS / MANAGED ACCOUNTS 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?
Insurance Policy Information
What conflicts might it cause?
Xplore Wealth provides a Datafeed to Class. If a Class Datafeed is active to AdviserLogic, it may conflict with the Xplore Wealth / IAS Datafeed and cause duplication.