Unlock Seamless Data with AdviserLogic
Efficient data management is key to streamlining your financial advisory practice, and AdviserLogic makes it easier than ever with a range of available datafeeds. These integrations allow you to automatically sync client and investment data, reducing manual entry and ensuring accuracy across your systems.
Below, you'll find a list of currently available datafeeds for AdviserLogic. For detailed setup instructions and provider-specific information, simply select the provider name. This list is regularly updated to ensure you have access to the latest integrations, helping you stay ahead in managing your practice efficiently.
Automatic Datafeeds - Automatic Datafeeds deliver updated data daily once they are set up. The only maintenance action required is mapping new accounts to the correct client records.
Manual Datafeeds - These datafeeds usually come as a spreadsheet from your provider and require you to update them manually.
Provider | Insurance | Superannuation | Investment |
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⛔ | ✅ | ✅ | |
IOOF - Insignia | ⛔ | ✅ | ✅ |
IOOF Group -Insignia | ⛔ | ✅ | ✅ |
⛔ | ✅ | ✅ | |
⛔ | ⛔ | ✅ | |
Mercury Nexus | ⛔ | ⛔ | Mortgage Data |
⛔ | ✅ | ✅ | |
This datafeed has been terminated - | Please complete IOOF Group | Datafeed Setup Instructions | |
⛔ | ✅ | ✅ | |
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Xplore Wealth | ⛔ | ⛔ | ✅ |
✅ | ⛔ | ⛔ |
📌Note
Investment Datafeeds are only available to users holding an Investment Adviser Licence or Comprehensive Adviser Licence - To upgrade your licence type, please speak to your CSM or contact support.
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 the relevant super fund account is already in the client's superannuation section.
Manual Datafeeds
Provider | Insurance | Superannuation | Investment |
⛔ | ✅ | ✅ | |
This datafeeds Insurance provision has moved to Zurich |
✅ |
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