To commence an Investment Datafeed from Class Super, 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
LINKING THE CLASS 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 “Class”:
The page will update to display the necessary fields.
Click the Get Access Token button once the page refreshes.
You will be taken to the Class login screen shown below:
Type your username and password and click on Login. You will be taken to an AdviserLogic Class datafeed 'Allow Access' page where you can click the button to allow AdviserLogic to pull data from your Class account.
That's it! Your Class Datafeed should commence within a couple of days of completing the above steps.
GENERAL INFORMATION ABOUT THE CLASS DATAFEED
What information does this feed provide?
Investment details, but Unit Balance only.
This Datafeed updates daily.
What information is not available?
Transactional data, any Owner/Superfund data except the Name and Account Code
What conflicts might it cause?
The Class system accepts datafeeds from other sources. Some of those sources also send direct Datafeeds to AdviserLogic. If that source is sending data to Class and to AdviserLogic it can cause a conflict.
The most common provider for this is Macquarie CMA.
The Macquarie Datafeed provides Balance and Transaction information (allowing for more advanced reporting options), where the Class feed only provides Balance information. However the Class feed may be providing more than just Macquarie data. The simplest solution will be to avoid mapping the Macquarie account in AdviserLogic, and use the reporting options in Class instead of those in AdviserLogic.
This conflict applies to any Datafeed option that Class and AdviserLogic share, and the same solution applies for each.
The Class Datafeed sends through any item that has been entered as an ‘Asset’ in Class. It cannot qualify or filter this at all. It is your responsibility to ensure the data on the Class side is correct.