To commence an Investment Datafeed from Open Market provider, 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: Open Markets Data Feed
Hi Open Market Datafeed Team,
Can you please register the Adviser(s) below for the Openn Market data feed to AdviserLogic
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.
Once registered, you will receive an email asking you to activate the service with Open Markets.
PHASE TWO - LINKING THE OPEN MARKETS FEED TO ADVISERLOGIC
1) Log in to your AdviserLogic account.
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?
Open Markets provides a Datafeed to Class. If a Class Datafeed is active to AdviserLogic, it may conflict with the Open Markets Datafeed and cause duplication.