Datafeed Setup | Adding Aware Super Adviser Mapping

Advisers will be required to register for the new datafeed directly through Aware’s new Adviser Portal.

- Login to the adviser portal at aware.com.au/adviser

- Once logged in navigate to the ‘My Info’ drop down menu and select ‘Set up data exchange’

- The set-up data exchange screen displays the current status of the datafeed.

- To set up the data exchange service, the adviser will need to toggle the switch from inactive to active.

- The username will pre-populate with the advisers Aware Super Adviser ID.

- Then the adviser will need to create a password that needs to meet the criteria on screen:

- contain 12 – 20 characters

- contain an upper-case character

- contain a lower-case character

- contain only letters and numbers

- with no special characters

- Then the adviser will need to acknowledge the declaration and privacy policy and click save.

Adding to Xplan

To setup the Datafeed Mapping, Navigate to the  button > Integration > System Datafeeds

From System Datafeeds page, click Mappings > Advisers

The User that the Adviser Mapping is added against will be the 'Vendor Adviser, it is best practice that the user selected is the 'Client Adviser' in Xplan.

When the correct user is selected, click Add Mapping.

Select Aware Super as the Provider

Enter adviser credential from Aware Super and add a comment with your name, date added, this will be useful for troubleshooting at a later date.

Click

- Once your adviser code has been mapped, it may take up to 2 business days for the data to be received.