To commence an Investment Datafeed from Multiport 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 datafeed.
Send the below email:
Subject: Multiport Data Feeds Setup
Can you please set up my account for datafeed access via adviser logic, also please pass along the code required to link my feed to Adviser Logic.
Adviser Name: [Insert Adviser Name]
Adviser Code: [Insert Adviser Code]
Once you have done so, please reply by email confirming that the datafeeds have been set up.
PHASE TWO - LINKING THE AIA FEED TO ADVISERLOGIC
1) Log in to your AdviserLogic account.
That’s it! Your Multiport Datafeed should commence within a few days of completing the above steps.
GENERAL INFORMATION ABOUT THE MULTIPORT DATAFEED
What information does this feed provide?
Investment details, but Unit Balance only.
It included full history, and since inception data is available at any time.
Transactional Data is provided.
This Datafeed updates daily.
What information is not available?
What conflicts might it cause?
Multiport accepts datafeeds from other sources. Some of those sources also send direct Datafeeds to AdviserLogic. If that source is sending data to Multiport and to AdviserLogic it can cause a conflict.
This is most frequently an issue when Asgard and Macquarie accounts are present.