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Contact Implemented Portfolio
Contact Implemented Portfolio
Phone - 02 9164 9800
Address - Level 39, 25 Martin Place, Sydney, NSW 2000
Type | Investment |
Updated | Daily |
Supported Products |
See Full list of Supported Products IPL DAA Program #1 |
Available Information | Investment Details:
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Datafeed Setup Instructions
Open the instructions for each stage of the setup process by clicking the arrow below.
Stage 1
Send Datafeed Authorisation
Send Datafeed Authorisation
You can obtain your Adviser Codes directly from Implemented Portfolios. These codes are typically provided during the initial adviser registration or onboarding process. If you don't have your Adviser Code or need further assistance, please contact the Implemented Portfolios support team at info@implementedportfolios.com.au.
Download the Datafeed Authorisation Form by logging in to your Implemented Portfolios account.
Complete and sign the form.
Send the signed form via email to: info@implementedportfolios.com.au.
Stage 2
Setup Datafeed in AdviserLogic
Setup Datafeed in AdviserLogic
When 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 Implemented Portfolios from the drop-down menu. Then enter the stored credentials in the required fields and Save.
The necessary fields will show in a new window, enter the Adviser Code that can be found in the confirmation email from your provider.
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
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.
General Information
What information does this feed provide?
Investment Details: Unit Balance and Transactional Data, including purchases, redemptions and distributions.
What information is not available?
Insurance Policy Information
Personal details beyond name and date of birth
What conflicts might it cause?
N/A
SMA Grouping
N/A
Troubleshooting
Please read the Datafeed issues FAQ to help you resolve common datafeed issues.