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 |