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Contact Antares

Phone - 11300 738 355

Address - PO Box 200, North Sydney NSW 2059

Website - https://www.antarescapital.com.au/

Type	Investment
Updated	Daily
Supported Products	Equities & Fixed Income Investments
Available Information	Unit Balance Transactional Data (including purchases, redemptions and distributions).

Datafeed Setup Instructions

Open the instructions for each stage of the setup process by clicking the arrow below.

Stage 1

Contact Provider

Contact Antares Client Services to provide the most current datafeed credentials.

Email Antares Capital to request the initiation of the Datafeed.

Please send the below email:

Subject: Request to Establish Datafeed to AdviserLogic

To: [email protected]

Dear Investor Services Team,

I hope you are well.

We would like to request the setup of a datafeed to AdviserLogic for the following details:

Adviser Name: [Name]
Adviser Code: [Adviser Code]
Licensee: [Licensee Name]

Could you please confirm once this has been initiated? Let us know if any further information is required.

Looking forward to your confirmation.

Kind regards,
[Your Name]
[Your Company Name]
[Your Contact Information]

Once the datafeed is successfully set up, Antares will send you a confirmation email.

💡Tip

The email you receive will contain a 4–6 digit code specific to your datafeed.

✅ Take note of this code, as it will be required in Stage 2 of the setup process.
✅ Ensure it is securely recorded and easily accessible when proceeding to the next stage.

Accurate entry of this code is essential for a smooth datafeed integration.

Stage 2

Setup Datafeed in AdviserLogic

Once you have the current datafeed credentials, you will need to follow the setup Datafeed instructions for AdviserLogic.

Navigate to Datafeeds, and select Datafeed Codes from the left menu panel. Select Add.

Select Antares from the drop-down menu.

Enter the 6-digit code sent by Antares in Stage 1

💡Tip

The Adviser Code will be a 4–6 digit numeric code provided in your confirmation email.

✅ Ensure you record this code securely, as it is essential for completing the datafeed integration.

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.

💡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

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 this is created by AdviserLogic 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

What information is not available?

Superannuation Details
Insurance Policy Information
Corporate Actions, including Dividend/Distribution Transactional information for the Equities portion of the Datafeed.