Available Datafeeds (Data Feeds)

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

   

Asgard

-badges

Investment and Insurance

Australian MoneyMarket

Investment

Bell Potter

Investment

BGL

Investment

BT Wrap & BT Panorama

- badges

Investment

Class Super

Investment

   

Colonial First State

-FirstChoice

-Retail

-Wholesale

Investment

CommSec

Investment

Dalton Nicol Reid

Investment

DDH Graham

Investment

Desktop Broker

Investment

HUB24

Investment

IAS

-badges

Investment

IOOF

-badges

Investment

Macquarie

-Wrap

-CMA

-badges

Investment

Mason Stevens

Investment

Mercury

Basic Info, Contact Details, Income, Expenses, Investments, Liabilities

Multiport

Investment

MLC Masterkey

Investment

MLC Navigator

Investment

Netwealth

Investment

Open Markets

Investment

Praemium

Investment

Sentinel

Investment

TAL

Insurance

Wealth O2

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

North / Summit

Investment

OnePath

Investment

OneVue

Investment
Have more questions? Submit a request