To commence a risk insurance datafeed from Asgard, please follow these steps:
Note: For AdviserLogic Users that have access to Investment Datafeeds, the below process will commence an Asgard Investment Datafeed as well.
PHASE ONE - CONTACT YOUR LICENSEE
Asgard's 'AdviserNET' software requires changes to be made in the Master account before the datafeed can be set up.
If you are setting up a second Asgard Datafeed to AdviserLogic, skip this and proceed to Phase Two now.
If you have access to the Master AFSL-level 'AdviserNET' account, instead of sending these instructions, you should actually be able to follow them yourself. Once you've confirmed that AdviserLogic is set up as a Third Party Provider option, proceed to Phase Two.
Otherwise, to get this process started, please send the below email:
TITLE: Asgard data feed for adviserlogic
TO: !!YOUR CONTACT AT DEALER GROUP!!
We wish to set up automatic data feed downloads from Asgard for our CRM software provider, AdviserLogic. To do so, we need you to turn them on via the Asgard licensee-level online login. Steps to activate are as follows:
1. Log in to licensee version of Asgard
2. Go to "Tools > Data downloads -> Application for EPI auto downloads".
3. Nominate the AdviserLogic as the third party provider.
4. Select my Adviser Code only
5. Select the ‘I accept’ option.
6. Click Submit.
Please let me know when this process has been completed.
Once you receive confirmation from your Licensee, you can continue with the following instructions.
PHASE TWO - SET UP THE DATAFEED IN ADVISERNET
Log into your AdviserNET account, and then go to Tools -> Data Downloads -> EPI Download:
What information does this feed provide?
Investment Details: Unit Balance and Transactional Data, including purchases, redemptions, and distributions.
Superannuation Details, including Product, Start Date, and Account Number.
Insurance Policy information, including Benefit Type, Sum Insured, Policy Number, Premium, Premium Basis, Premium Frequency, Issue Date, and Status
The Datafeed updates daily.
What conflicts might it cause?
Asgard provides a Datafeed to Class. If a Class Datafeed is active to AdviserLogic, it may conflict with the Asgard Datafeed and cause duplication.