Asgard Insurance / Investment Datafeeds (Data Feeds)

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!!
CC: [e-mail]

Hi,

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.

Kind Regards,

_________________________________________________

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:

Click "Add":

 

 

Enter a download name (maximum of 50 characters), and select "Third Party" download type. From the drop-down menu, choose 'AdviserLogic'.

If AdviserLogic does not appear as an option, ask your Licensee to review the instructions in Phase One, above.

 

Ensure that all options are ticked, and click "Save"

 

 

 

TIP: If you are also eligible for investment datafeeds, following these instructions once will commence the feed for both Insurance and Investment data.

 

 

PHASE THREE - LINKING THE 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 "Asgard":

 

5) Enter your Asgard Adviser Number into the first available field:

The Adviser Number entered must not have any spaces or hyphens.

For example, if your Adviser Number is 2123252-BA-01, you would enter 2123252BA01 into the fields shown above.

 

That's it! Your Asgard Datafeed should commence within a few days of completing the above steps.

 

 

GENERAL INFORMATION ABOUT THE ASGARD DATAFEED

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.