To commence an Investment Datafeed from Navigator, 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
Click the following link to generate the Privacy Form
You will need to fill in all the fields, and then click "Generate PDF".
This will open a new window where you can save a copy of the form. This form will need to be completed and signed.
If the link above does not work, you can instead use the Blank Form attached at the end of this article.
Note that when completing the blank form, the Adviser and Business Name need to be completed as per the below example:
Email the form to Navigator's Datafeeds Team
Send the following email, with the completed Privacy Form attached:
Subject: AdviserLogic Datafeed Request
To Software Support,
I would like to set up a Navigator Datafeed for my AdviserLogic account.
Adviser Name: [Enter the Adviser's name]
Please find attached the completed Privacy Form.
I would appreciate confirmation of receipt, and when possible please provide the Party Number as well.
When you receive the 'Party Number,' proceed to Phase 2 below.
PHASE TWO - LINKING THE NAVIGATOR 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 “Navigator”
5) The page will update to display the necessary fields; enter the Party Number:
That’s it! Your Navigator datafeed should then commence automatically once the setup is completed in Navigator’s systems.
GENERAL INFORMATION ABOUT THE MLC NAVIGATOR / MLC WRAP 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.
Insurance Policy information, including Benefit Type, Sum Insured, Policy Number, Premium, Premium Basis, Premium Frequency, Issue Date, and Status
The Insurance portion of the Datafeed updates once a week.
What information is not available?
Client details beyond Name, Date of Birth and Account Number
What conflicts might it cause?
MLC Navigator provides a Datafeed to Class. If a Class Datafeed is active to AdviserLogic, it may conflict with the MLC Navigator Datafeed and cause duplication.