With Datafeeds, client portfolio information can be automatically updated in AdviceOS.

This allows advisers and support staff to conduct reviews and create client portfolio reports using currently available unit holding and pricing information.

All data feed information provided in this module is fully integrated into the product, review and client engagement modules.

The third-party components that are included in Datafeeds include:

  • Morningstar’s unit price and fund performance information;
  • InvestmentLink’s unit holding and transactional data;
  • ASX historical share information.

AdviceOS uses InvestmentLink™ by Midwinter for its portfolio data feeds. 

InvestmentLink is an independent data repository with over 600 datafeeds to fully service all sectors of the Australian financial market.

As the leading independent provider of investment information, InvestmentLink can supply data on a next day basis, allowing users to keep their client portfolios up to date and provide accurate client reporting and fund data (including managed funds, shares and cash products).

Click here to find out more about InvestmentLink™.

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