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☎️ Contact - AUSIEX
☎️ Contact - AUSIEX
Email - [email protected]
Phone - 1800 252 351
Address - Level 11/55 Market St, Sydney NSW 2000
Website - https://www.ausiex.com.au/
Type | Investment |
Updated | Daily |
Supported Products | Direct Equities |
Available Information | Investment Details Unit Balance and Transactional Data, including purchases and redemptions that are transacted through AUSIEX |
🛠️ Datafeed Setup Instructions
Open the instructions for each stage of the setup process by clicking the arrow below.
Stage 1 Contact AUSIEX
Contact AUSIEX for your current datafeed credentials
Contact AUSIEX for your current datafeed credentials
To ensure you have the most up-to-date datafeed credentials, reach out to AUSIEX by sending the following email:
Subject: Datafeed Request
To: [email protected]
Dear AUSIEX 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, AUSIEX will send you a confirmation email.
💡Tip
This email will include an AUSIEX Adviser Code required for Stage 2 of the setup process. Ensure you note this code securely, as it is essential to complete the integration successfully.
Stage 2 Setup Datafeed in AdviserLogic
AdviserLogic Datafeed Setup
AdviserLogic Datafeed Setup
Once you have the current datafeed credentials, use your Adviser Code to follow the Set Up Datafeed instructions for AdviserLogic.
Go to Datafeeds, and select Datafeed Codes from the left menu panel. Select Add.
Select AUSIEX from the drop-down menu.
The necessary fields will appear in a new window. Enter your AUSIEX Adviser Code, which you can find in the confirmation email from Ausiex.
💡 Tip
Format: A 10 character alphanumeric code.
Usage: Required to complete the integration process.
✅ Ensure you enter this code securely, as it is essential for a successful datafeed setup.
⚠️Important
Following the implementation of EPI 4.3, the AUSIEX Adviser Code format will change from the existing 4–6 digit format to a 10-character alphanumeric format. Any previously entered 4–6 digit Adviser Codes will be automatically updated to the new alphanumeric format.
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.
Stage 3 Map Client Accounts
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 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.
⚠️Important⚠️
This means that Income for the equities linked to the data feed cannot be supplied to AdviserLogic and will not be available.
What conflicts might it cause?
Ausiex provides a Datafeed to the Class. If a Class Datafeed is active within
AdviserLogic, it may conflict with the Ausiex Datafeed and cause duplication.
Have there been any name changes or Provider Mergers?
After separating from CBA, Commsec changed its name to AUSIEX.
🔧 Troubleshooting
Please read the Datafeed issues FAQ to help you resolve common datafeed issues.