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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Datafeed Troubleshooting
You will need to login to IRESS Community to access this link. https://community.iress.com/t5/Help-Guide-XPLAN/System-Datafeed-Troubleshooting-Guide/ta-p/6823
Datafeed - Troubleshooting Guide: System Datafeed
System Datafeed Troubleshooting Guide Overview Identifying if the Datafeed has Run Check the ‘Last Updated’ column in the Platform Summary / Adviser Summary screens – this field reflects the date and time data finished importing into the site. ...
Datafeed - Troubleshooting Guide: iOS Datafeed
iOS Datafeed Troubleshooting Guide Overview The ‘Orders’ section in the XPLAN IPS module provides access into a part of the brokers IOS system. (Note: for datafeed troubleshooting purposes you only need to view the data in this section) The ...
Datafeed - Refresh Panorama Datafeed
If datafeed refresh from XPlan does not work, we could now do an adviser refresh directly from Panorama platform. IRESS has confirmed that this would fix the problem. If after doing the below steps, the problem does not get resolved, please send an ...
Datafeed Set Up
Please log in to Wealth Axis Box and go to: https://wealthaxis.box.com/s/tmk9wvtk9jn4inxb41nvedeazx4a91v3 Supporting Document is attached. IRESS Community link for datafeed set ...
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