AdviserLogic is pleased to offer the following Datafeeds.
For further information on these Datafeeds, please search our Help Centre, or contact AdviserLogicSupport@morningstar.com
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.
Automatic Datafeeds
Automatic Datafeeds bring through updated data on a daily basis once they are set up. The only action required to maintain them is to assign any new accounts to the correct client records.
|
Provider |
Data Type |
|
AIA |
Insurance |
| AMG Super | Investment |
|
Asgard -badges |
Investment and Insurance |
| AUSIEX - Formerly CommSec |
Investment |
|
Australian MoneyMarket |
Investment |
|
Bell Potter |
Investment |
|
BGL |
Investment |
|
BT Wrap & BT Panorama - badges |
Investment |
|
Class Super |
Investment |
|
Colonial First State -FirstChoice -Retail -Wholesale |
Investment |
|
Dalton Nicol Reid |
Investment |
|
DDH Graham |
Investment |
| Generation Life |
Investment |
|
Desktop Broker |
Investment |
|
HUB24 |
Investment |
|
IAS -badges |
Investment |
| Implemented Portfolios |
Investment |
| Investment |
Investment |
|
IOOF -badges |
Investment |
|
Macquarie -Wrap -CMA -badges |
Investment |
|
Mason Stevens |
Investment |
|
Mercury |
Basic Info, Contact Details, Income, Expenses, Investments, Liabilities |
| Mason Stevens GIS |
Investment |
|
SuperConcepts |
Investment |
|
MLC Masterkey |
Investment |
|
MLC Navigator |
Investment |
|
Netwealth |
Investment |
|
Open Markets |
Investment |
|
Praemium |
Investment |
| Platinum |
Investment |
| Russell Investments |
Investment |
|
Sentinel |
Investment |
|
TAL |
Insurance |
|
DASH - Formerly Wealth02 |
Investment |
|
Zurich |
Insurance |
Manual Datafeeds
Manual Datafeeds bring through updated data from files you retrieve and upload into AdviserLogic.
Instructions on how to set up and maintain these Datafeeds can be found by searching the Help Centre.
|
Provider |
Data Type |
|
APN |
Investment |
|
CFS Custom (FirstWrap, Investment Exchange) |
Investment |
| Oasis Asset Management |
Investment |
|
North / Summit |
Investment |
|
OnePath |
Investment |
|
OneVue |
Investment |
|
Republic |
Investment |