Datafeed - Administration

Datafeed - Administration

Client Focus Datafeed

Learn how to map a Client Focus Datafeed from within Client Focus, and also from the Datafeed Functions menu.

  • To view the IRESS Insights Video, please view the following link here. (Created by Anthony Derriscott on Mar 5, 2018)

 

Configuring Users

Learn about the licences and capabilities that are required for users to use datafeeds.

  • To view the IRESS Insights Video, please view the following link here. (Created by Anthony Derriscott on Mar 5, 2018)

 

Insurance Datafeed Mapping

Learn about how Insurance datafeeds match policy information with manually entered insurance information.

  • To view the IRESS Insights Video, please view the following link here. (Created by Anthony Derriscott on Mar 5, 2018)

 

Badge-to-Badge Account Transfers

When the badge-to-badge transfer of your client’s Asgard, BT or Panorama account has been completed, you will need to:

  1. Update the datafeed for the account in Portfolios (IPS).

  2. Update the details of the account in Client Focus.

Going forward, this will enable you to model your recommendations for the client’s account in WealthSolver, and ensure the product’s name and fees are displayed correctly in your reports and advice documents.

Further information on Badge-to-Badge Account Transfers here

 

Mapping IPS External Accounts

Learn how to map an IPS External Account.

  • To view the IRESS Insights Video, please view the following link here. (Created by Anthony Derriscott on Sep 18, 2017)

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