Datafeeds
Find a list of Available Datafeeds, setup instructions & Troubleshooting guides
58 articles
Datafeed Setup
Setup instructions for Datafeeds Available in AdviserLogic
- Current Available datafeeds In AdviserLogicA comprehensive list of Datafeeds available within AdviserLogic
- Acclaim/AMG Super Datafeed Setup & ManagementLearn how to set up & manage your Acclaim/AMG Super Datafeed in AdviserLogic
- AIA Datafeed SetupLearn how to set up and manage the AIA Datafeed in AdviserLogic.
- Antares Capital Datafeed SetupLearn how to setup and manage your Antares datafeed in AdviserLogic
- Asgard Datafeed Setup & ManagementLearn how to set up and manage your Asgard Datafeed in AdviserLogic
- AUSIEX - Formerly CommSec Datafeed SetupLearn how to setup and manage your AUSIEX datafeed in AdviserLogic
- Australian Money Market Datafeed SetupLearn how to setup and manage your Australian MoneyMarket datafeed in AdviserLogic
- Bell Potter Datafeed SetupLearn how to setup and manage your Bell Potter Datafeed in AdviserLogic
- BGL Datafeed SetupLearn how to setup and manage your BGL Datafeed in AdviserLogic
- CFS Edge Datafeed SetupLearn how to setup and manage your CFS Datafeed in AdviserLogic
- BT Panorama Datafeeds SetupLearn how to setup and manage BT Panorama datafeeds in AdviserLogic
- CFS FirstChoice Datafeed SetupLearn how to setup and manage your CFS FirstChoice Datafeed in AdviserLogic
- CFS FirstWrap - Custom - Manual Datafeed SetupLearn how to setup and manage your manual CFS FirstWrap Datafeed
- Class Datafeeds SetupLearn how to set up and manage a Class Datafeed in AdviserLogic
- Connective - Mercury Datafeed SetupLearn how to setup and manage your Connective/Mercury Datafeed in AdviserLogic
- DDH Graham Datafeed SetupLearn how to setup and manage your DDH Graham Datafeed in AdviserLogic
- DASH Datafeed SetupLearn how to setup and manage your Dash datafeed in AdviserLogic
- Desktop Broker Datafeed SetupLearn how to set up & manage your Desktop Broker Datafeed in AdviserLogic
- Fiducian Datafeed SetupLearn how to setup and manage your Fiducian Datafeed in AdviserLogic
- Generation Life Datafeed SetupLearn how to setup and manage your Generation Life Datafeed in AdviserLogic
- HUB24 Datafeed SetupLearn how to setup and manage your HUB24 Datafeed in AdviserLogic
- IconiQ Datafeed SetupLearn how to setup and Manage your Iconiq Datafeed in AdviserLogic
- Implemented Portfolio Datafeed SetupLearn how to setup and manage your Implemented Portfolio Datafeed in AdviserLogic
- Insurance - TAL Datafeed SetupLearn how to setup and manage your TAL insurance Datafeed in AdviserLogic
- IOOF/Insignia Datafeeds SetupLearn how to setup and manage your IOOF/Insignia Datafeed in AdviserLogic
- IOOF Group - InsigniaLearn how to setup and manage the IOOF Group/Insignia Datafeed in AdviserLogic
- OnePath Manual Datafeed SetupLearn how to setup and manage your manual OnePath Datafeed in AdviserLogic
- Macquarie Wrap & CMA Datafeedslearn how to setup and manage your Macquarie Wrap & CMA Datafeed in AdviserLogic
- Mason Stevens GIS Datafeed SetupLearn how to setup and manage your Mason Stevens Datafeed in AdviserLogic
- MLC MasterKey Datafeeds SetupLearn how to setup and manage your MLC MasterKey Datafeed in AdviserLogic
- MyNorth Datafeed SetupLearn how to establish your MyNorth Datafeed in AdviserLogic
- Netwealth Datafeed SetupLearn how to set up and manage your Netwealth Datafeed in AdviserLogic
- MLC Navigator Datafeed SetupLearn how to setup and manage your MLC Navigator Datafeed in AdviserLogic
- Platinum Datafeed SetupLearn how to setup and manage your Platinum datafeed in AdviserLogic
- Praemium Datafeed SetupLearn how to set up and manage your Praemium Datafeed in AdviserLogic
- Russell Investment Datafeed SetupLearn how to setup and manage your Russel Investment Datafeed in AdviserLogic
- Sharesight Datafeed SetupLearn how to setup and manage your Sharesight Datafeed in AdviserLogic
- SuperConcepts Datafeed SetupLearn how to setup and manage your SuperConcepts Datafeed in AdviserLogic
- Xplore Wealth / IAS - Managed Accounts Datafeed SetupLearn how to setup and manage your Xplore Wealth/IAS Datafeed in AdviserLogic
- Insurance - Zurich Datafeed SetupLearn how to setup and Manage your Zurich datafeed in AdviserLogic
- Mapping Datafeed to an EntityLearn how to map a datafeed to a client's entity in AdviserLogic
- Setting up a DatafeedLearn how to setup a Datafeed in AdviserLogic
- Share DatafeedLearn how to share datafeeds with other users in your practice
- How to Change the Owning Entity of a DatafeedLearn how to change the entity that owns a Datafeed in AdviserLogic
- Sentinel Datafeed SetupLearn how to setup and manage your Sentinel Datafeed in AdviserLogic
- Map My Client's DatafeedsLearn how to map your client's datafeed
- Open Markets Datafeed SetupLearn how to setup and manage your Open Markets Datafeed in AdviserLogic
Troubleshoot Datafeed
Learn how to troubleshoot common datafeed issues
- Troubleshoot Common Datafeed Issues & SolutionsLearn how to resolve common Datafeed issues in AdviserLogic
- Datafeed Adviser Code Credentials ExpiredLearn how to resolve expired Datafeed credentials issue
- Datafeed Adviser Code and Credentials Have Been Entered, But no Files ReceivedLearn what to do if you have entered the adviser Code but no data has been received by the datafeed
- Enabling Datafeeds when there is Existing Data Present in the Client's AssetsLearn how to enable datafeeds in AdviserLogic when existing investment or superannuation data is already present, preventing duplicate entries
- How to Unmap a DatafeedLearn how to unmap a datafeed in AdviserLogic
- Limitations of Datafeeds: Information That Cannot Be ReceivedLearn what types of information cannot be received through datafeeds in AdviserLogic,
- Resolving Missing Account Code or Policy in the Datafeed Mapping ScreenLearn how to troubleshoot and resolve issues when an account code or policy is missing.
- Resolving Incorrect Datafeed Balances and TransactionsLearn how to identify and resolve discrepancies in datafeed balances and transactions for accurate reporting.
- Resolving Duplicate Assets in Client Accounts After Enabling DatafeedsLearn how to identify and resolve duplicate assets in client accounts after enabling a datafeed.
- How can I troubleshoot issues with mapped entities not appearing in AdviserLogic's data feed?