To commence an Investment Datafeed from Desktop Broker, 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
The first step is to request the initialisation of the datafeed.
Send the below email:
SUBJECT: Desktop Broker Data Feed
Dear Support Team,
Please arrange a data feed into AdviserLogic for all of existing client accounts, pending client accounts, and any client accounts opened in the future under the following Adviser:
Adviser Name: [Insert Adviser Name]
Adviser Code: [Insert Adviser Code]
Once you have done so, please reply by email confirming that the datafeeds have been set up.
PHASE TWO- LINK THE DATAFEED TO YOUR ADVISERLOGIC ACCOUNT
1) Log in to your AdviserLogic account.
2) Go to Datafeeds:
3) Click "Add", and in the Window that appears, select Desktop broker:
4) The page will update to display the necessary fields; enter your CFS Dealer Code and Adviser Code as a single,
That’s it! Your datafeed will arrive in our systems with in 48 hours after it is set up.
GENERAL INFORMATION ABOUT THE DESKTOP BROKER DATAFEED
What information does this feed provide?
Investment details and Add/Redeem Transactions
This Datafeed updates daily.
What information is not available?
Income/Dividend transactional data, any Owner/Superfund data except the Name and Account Code
What conflicts might it cause?
None are currently known