DDH Graham / Australian MoneyMarket Datafeeds (AMM Money Market Data Feeds)

To commence an Investment Datafeed from DDH Graham / Australian MoneyMarket, 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: 

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To: [e-mail]
Cc: [e-mail]
Subject: DDH Graham Data Feed

Hi,
Would you please establish data feed(s) to adviser logic for the following advisers:

- [Adviser Name] - [Adviser Code]

Previously the Advisercode hasn't matched the Code in Column C of the transaction file can you please provide the code that corresponds to this Advisercode.

Should you have any questions please do not hesitate to contact us.

Regards

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PHASE TWO - LINKING THE DDH GRAHAM / AUSTRALIAN MONEYMARKET 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 "Australian Moneymarket Pty Ltd"

5) The page will update to display the necessary fields; enter your Australian Moneymarket Adviser Code into the relevant fields.

 

Your data will appear in AdviserLogic within 24 to 48 hours. For further assistance you can contact AdviserLogic Support Team via [e-mail].

GENERAL INFORMATION ABOUT THE DDH / AUSTRALIAN MONEYMARKET DATAFEED

AUSTRALIAN MONEYMARKET

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?

Superannuation information, personal details beyond name and date of birth.

What conflicts might it cause?

AMM provides a Datafeed to Class. If a Class Datafeed is active to AdviserLogic, it may conflict with the AMM Datafeed and cause duplication.

DDH GRAHAM

What information does this feed provide?

Investment Details: Unit Balance and Transactional Data, including purchases, and redemptions.

This Datafeed updates daily.

What information is not available?

Distribution Transactional Data is not provided.

Superannuation Details

What conflicts might it cause?

DDH provides a Datafeed to Class. If a Class Datafeed is active to AdviserLogic, it may conflict with the DDH Datafeed and cause duplication.