To commence an Investment Datafeed from Netwealth, 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
Download the Data Feed Application Form (which can be downloaded from the link at the very bottom of this article), complete it and sign it, and then attach it to the following email:
Subject: Netwealth Datafeed Request
Dear Customer Service Team,
Please establish an AdviserLogic data feed for the adviser below as soon as possible. Details are:
Name: [Enter the Adviser's name]
Adviser Number: [Enter the Netwealth Adviser Number]
If you require any additional information, please let me know.
Once you've sent the above email to Netwealth, please forward any response to Support@AdviserLogic.com
PHASE TWO - LINKING THE NETWEALTH FEED TO ADVISERLOGIC
1) Log in to your AdviserLogic account.
2) Go to Datafeeds:
For new Adviser Home page:
3) Choose "Datafeed Codes" from the menu on the left:
4) Click "Add", and in the Window that appears, select “netwealth”
5) The page will update to display the necessary fields; enter your Netwealth Adviser Code:
That’s it! Your Netwealth datafeed should then commence automatically once the setup is completed in Netwealth’s systems.
GENERAL INFORMATION ABOUT THE NETWEALTH 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.
This Datafeed updates daily.
What information is not available?
Insurance Policy information.
What conflicts might it cause?
Netwealth provides a Datafeed to Class. If a Class Datafeed is active to AdviserLogic, it may conflict with the Netwealth Datafeed and cause duplication.