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Datafeeds

This guide will provide an overview of:
 
  • Registering for datafeeds 
  • Mapping Investment Link datafeeds
  • Unmapping Investment Link datafeeds
  • Adding datafed Accounts to the Client Fact Find
  • Refreshing a datafed Account

Registering for Datafeeds

To set up the data feeds, you first need to have the data feeds module turned on. As there is a cost for this, please speak to your account manager or contact support desk for more information.
 
Once added, you will be provided an application form to setup a link between the product providers and AdviceOS. Once everything has been setup and data is flowing through into AdviceOS, you will be notified.
 
This process can take up to 6 weeks.
 

Mapping Datafeeds

1. Go to Home → Settings → Investment Link → Data feed map Investment Link
 
 
2. Change Unmapped datafeeds to All from the dropdown list, you should then see all the unmapped datafeeds coming through in the middle of the screen. 
 
 
On the left is a list of the clients you have in AdviceOS and on the right is a list of the data fed accounts.
 
 
3. Find the client name on the left by typing in the client name in the search bar.
 
Best way is to take adviser name out, put client name in search name and press update search
 
 
4. Select the client on the left so that they are highlighted and then click on map next to the account on the right that you would like to link to them.
 
 
Once the datafeeds are mapped they need to be inserted. 
 
You can do this in Total Portfolio Analysis or Fact Find - Super, Pension and Investments.
 

Inserting Datafeeds

  • Inserting Datafeeds accounts (Fact Find)

    1. Go into the client fact via Home → Client → Fact Find → Super, Pension and Investment 

 

2. Click on the Datafeeds button and select the client whom you would like to link the data fed account for.
 
3. Check that the platform is correct and if it isn’t, select the correct one from the drop down menu. Put a tick in the box to the left to mark which accounts you would like to attach to the fact find and select save.
 
 
If inserting multiple datafeeds accounts together, click on the arrow pointed tickbox to insert all.
 

  • Inserting Datafeeds accounts (Total Portfolio Analysis)

  1. Go to TPA - Platforms and Investment

2. Click on the Datafeeds button and follow the same steps as above section.
 
Once a datafeeds is inserted, we can choose 'Datafeed Info' from the View dropdown list, and see more information around the datafeeds account.
See below -->

Refreshing Datafeeds Accounts

  • Refreshing it from Fact Find

1. Go into the client fact via Home → Client → Fact Find → Super, Pension and Investment or Investment Options

2. Click on the Datafeeds button and select Update all datafeed balances to latest
 
 
 

  • Refreshing it from TPA 

1. Go into the client fact via Home → Modelling→ Total Portfolio Analysis → Platforms and Investments
 
2. Click on the Datafeeds button and select Update all datafeed balances to latest