To commence an Investment Datafeed from BT Wrap, 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
1) Locate your BT Wrap Adviser Code
The correct code follows the format: Fxxxxxxx (x denotes a digit)
Note that Adviser Codes starting with other characters will not work.
2) Complete and sign the attached document "BT Data Authority Form"
The form is attached here and as a Link at the very end of this article.
3) Send the form, with the below email, to BT.
SUBJECT: BT Data Feed
MAILTO: datadownloads@btfinancialgroup.com
Dear Customer Service Team,
Please find attached an authorisation to provide DataFeed to AdviserLogic. Please action it as soon as possible.
***
Once sent, you then need to set up AdviserLogic to prepare it to receive the Datafeed when it starts (normally within 48 hours).
PHASE TWO - LINKING THE BT WRAP 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 “BTWrap Account”
5) The page will update to display the necessary fields; enter your BT Wrap Adviser Code (remember, the code always starts with “F”):
That’s it! Your BT Wrap datafeed should then commence automatically once the setup is completed in BT’s systems.
GENERAL INFORMATION ABOUT THE BT WRAP 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.
Important: This Datafeed only works for Adviser Codes starting with “F”. Data linked to alternate BT Codes is not available as an AdviserLogic Datafeed.
This Datafeed updates daily.
What information is not available?
Insurance Policy Information
Data linked to any Adviser Code that does not start with “F”
What conflicts might it cause?
BT Wrap data has two unique features that can cause confusion. Neither is a major issue, but you should be aware of these potential friction points.
Firstly, the Account Code shown on the unmapped Account entry is not the Client’s Account Number - it’s a unique Client ID that is only used in Datafeeds. However, when the Account is mapped to a client record, the Superfund and/or Asset entries will then display the actual Account Number.
Secondly, BT Wrap deals with a large number of badged platforms. Often, the reports and statements generated from BT’s systems do not identify the badged platform that the client actually holds - they just identify as a more generic product (usually “BT SuperWrap”). The Datafeeds they provide to us do identity the true badged product name. We have checked this many times and BT always confirms that what AdviserLogic is showing is the true product, even if their own reports do not show that.
*****The form is attached below: *****