Datafeed Setup | Adding Netwealth Adviser Mapping

Download the Netwealth Data Feed Application Form, complete it and sign it, and then attach it to the following email:

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MAILTO: contact@netwealth.com.au
Subject: Netwealth Datafeed Request

Dear Customer Service Team,

Please establish an Xplan data feed for the adviser below as soon as possible. Details are:

Name: [Enter the Adviser's name]
Adviser Number: [Enter the Netwealth Adviser Number]

If you require any additional information, please let me know.

Kind regards,

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Updating on Xplan

To use the initial balance feature, 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 Netwealth as the Provider,

Panorama require the following details to establish datafeeds;

Adviser Name (Adviser Name as registered with Provider, if it is different to the Xplan user name)

Adviser ID (this is a six digit number, usually starting with either a '0' or '00' (eg. '013558' or '005122').

Enter a comment with you name, date added, this will be useful for troubleshooting at a later date.

Click

The Netwealth datafeed will appear as a line item under the user it was added against, the new/updated adviser mapping can take 24-48 hours to register with IressNet

Published by Garrett White