Ultimate Guide to Datafeed

Ultimate Guide to Datafeed

Datafeed Course Overview 

What is this about?

This course is aimed at providing users with the skills to initiate new datafeeds as well as understanding datafeed reports. This guide covers a basic overview of what datafeeds are and an overview of the basic set up showing you how to check you converted data when on your XPLAN site.

Datafeeds are an efficient way to import client, portfolio and risk data into your XPLAN site that are administered by a third-party such as a Stock Broker, Fund Manager, Wrap, Life Office etc. (known as a Data Provider).

 

Fundamentals of Datafeed

 

Fundamentals Datafeed Test

To access the training assessment click on the following link here

 

Master Datafeed

 

Master Datafeed Test

To access the training assessment click on the following link here

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