Datafeed - Adviser Mapping

Datafeed - Adviser Mapping

Adviser Mapping Overview

The purpose of this guide is to provide instructions on entering adviser Datafeed mappings to XPLAN. Adviser mapping allows the recording of your platform adviser ID in XPLAN so that IRESS can notify the specific provider (vendor) that you are requesting platform data.

The adviser mapping allows IRESSnet to transfer the data to the XPLAN site.  Without this adviser mapping the data will not be sent to the site. Some Datafeeds will also require Usernames and Passwords to be entered for the Adviser Mapping – This is dependent on the vendor.  Usernames and Passwords are usually obtained via the provider registration process.

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

 

Viewing Unmapped Datafeeds

  • From the XPLAN system menu select XPLAN > Datafeed Functions > System Datafeeds.



  • In the navigation menu click on the Mappings > Advisers.
  • At the top right of this screen, click on Add Mapping.



  • Select the Provider from the dropdown menu.
  • The required fields for the mapping will open. Enter the mapping details.



  • Click Save.

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