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Contact Xplore Wealth

Phone - 1300 854 994

Address - GPO Box 529 Sydney NSW 2001

Website - https://xplorewealth.com.au/

Type	Investment
Updated	Daily
Supported Products	Badges
Available Information	Investment Details: 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 Xplore Wealth

Contact Xplore Wealth for Current Datafeed Credentials

Request the Initiation of the Datafeed

Send the following email to formally request the datafeed setup.

Subject: Xplore Wealth Datafeed Request for AdviserLogic
To: [email protected]

Dear Xplore Wealth Team,

Can you please set up the Xplore Wealth datafeed to Morningstar AdviserLogic for the following adviser:

Adviser Name: [Insert Name]

Adviser Code: [Insert Code]

Please confirm once this has been initiated.

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

Next Steps

Once the datafeed is successfully established, Xplore Wealth will send a confirmation email.
This email will include a 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 IAS from the drop-down menu.

The necessary fields will show in a new window, enter the Adviser Code that can be found in the confirmation email from Xplore Wealth.

💡Tip

Adviser Code should be 3-5 digits

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.

📌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.

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.

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?

Insurance Policy Information
Superannuation

What conflicts might it cause?

Xplore Wealth provides a Datafeed to Class. If a Class Datafeed is active to AdviserLogic, it may conflict with the Xplore Wealth / IAS Datafeed and cause duplication.