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Contact Acclaim
Contact Acclaim
Email - [email protected]
Phone - 1300 264 264
Address - PO Box 3528, Tingalpa DC, QLD 4173
Website -https://acclaimwealth.com.au/
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Datafeed Setup Instructions
Open the instructions for each stage of the setup process by clicking the arrow below
Stage 1
Contact Provider
Contact Provider
Contact Acclaim to provide the most current datafeed credentials.
Email Acclaim to request the initiation of the Datafeed.
Send the email below:
Subject: Acclaim Datafeed Request for AdviserLogic
To: [email protected]
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]
Please send me an email confirmation once this has been completed.
Regards
Once the Datafeed is established, Acclaim will send you a confirmation email.
💡Tip
Your confirmation email will include a numeric code for the datafeed. Note this code down, as it will be required in Stage 2 of the setup process.
Stage 2
Setup Datafeed in AdviserLogic
Setup Datafeed in AdviserLogic
Once you have the current datafeed credentials, you will need to follow the setup Datafeed instructions for AdviserLogic.
Go to Datafeeds, and select Datafeed Codes from the left menu panel. Select Add.
Select AMG from the drop-down menu.
Enter the previously saved numeric code from Stage 1.
The datafeed should be live within 72 hours. Please check the File Received Last Date column from the datafeed landing page/datafeed codes page.
The last file received date should be within a few days of the current date.
Once the datafeed is established, you may also check this page to troubleshoot common datafeed issues.
If the last file received date is over a week in the past, or if the Password Current date is marked with a red cross, you will need to contact your provider to update the credentials entered.
💡Tip
It is a good idea to determine the code's expiry date from your provider, and set a task for the following year to prevent datafeed interruptions.
If the datafeed credentials have expired and the datafeed has been inactive for some time the result will reflect in incorrect balances within the client's assets.
Stage 3
Map Client Accounts
Map Client Accounts
Once the datafeed is live you need to Map the client's accounts from the Datafeed to AdviserLogic.
Navigate to the Datafeed screen and select the provider from Datafeed Management > Select Platform from the dropdown.
Select the Adviser Code from the dropdown. option.
Search for the individual, and select the Map options.
Select the Map button. Choose From:
Create New - If the client is not added to Adviserlogic and you want to map the account code with the client without creating the client in the Fact Find.
Existing - To map the datafeed to an existing client. Recommended
Joint - To map the account code with the joint entity.
Once the account is mapped search for the client again and select the refresh button. This will force the data through immediately, rather than waiting the requisite 24 hours.
📌Note
Avoid mapping to the superannuation entity, as AdviserLogic creates this after the account is mapped.
Always map to the Client’s Name, SMSF, or Trust.
If Super Is the Policy Owner
When a super fund owns an insurance policy, it should be linked to the corresponding super fund account rather than the client or partner.
Please ensure that the relevant super fund account is already present in the client's superannuation section.
Investment Datafeeds are only available to users holding an Investment Adviser License or Comprehensive Adviser License.
Contact your CSM for more information on License Types.
General Information
AMG Super rebranded to Acclaim Wealth and the introduction of investment products. Previously just Super. No change to adviser online access.
Existing AMG Personal Super & AMG Core Super to the new system by April 2024
New logo, name, website and email
What information is not available?
Superannuation Details
Insurance Policy Information
Client personal information except for Name
What conflicts might it cause?
None are currently known
Troubleshooting
Please read the Datafeed issues FAQ to help you resolve common datafeed issues.