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Contact Sentinel

Phone - 08 9225 0000

Address - GPO Box 2514 Perth WA 6001

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

Type	Investment
Updated	Daily
Supported Products	TBA
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 Sentinel to Initiate the Datafeed

Reach out to Sentinel to obtain the latest datafeed credentials

Request the Initiation of the Datafeed

Send the following email to formally request the datafeed setup.

Subject: Sentinel Datafeed Request for AdviserLogic
To: [email protected]

Dear Sentinel Team,

Please arrange a datafeed into AdviserLogic for all 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]

Kindly send me an email confirmation once this has been completed.

Regards,
[Your Name]
[Your Firm Name]
[Your Contact Information]

Next Steps

Once the datafeed is successfully established, Sentinel will send a confirmation email.
This email will include a numeric datafeed code—ensure you note it down, as it will be required for Stage 2.

Stage 2

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 Sentinel from the drop-down menu. Then enter the stored credentials in the required fields and Save.

The Sentinel code is a numeric code.

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 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.