Feature Summary
| Daily Cash Data^ | Daily Trade Data | Foreign Trade Data | Daily Term Deposit Data | Account Holder Authority | Adviser Authority | Tax Statements | History* |
|
Y |
Y |
N |
N |
N |
Y |
Y |
Y |
^An investment code must be added for each cash account. The code is available on the Praemium Portfolio Valuation Report. Refer to How to link Multiple Cash Accounts to a Feed to link multiple cash accounts.
*This feed supports history on initial activation. The adviser can also request history by using the web system provided by Praemium.
Praemium Platform also supports Power Wrap.
Activating this feed requires "Level 2" access within Praemium. Please contact support@praemium.com.au for setting this up if you do not currently have this access.
Configuration Process
Navigate to Fund Level > Feeds > Feeds Console > + New > New Broker/Platform Feed
- Enter the account information as per the statement:
Field Name Field Description Example Account number This is the Praemium V-Wrap platform account number.
Account Number: 1812345
Product Set to " Praemium V-Wrap "
Praemium V-Wrap - Ensure that you link existing holding accounts (including cash accounts) relating to this account under the Holding Accounts section by ticking each checkbox.
If all the relevant holding accounts are not linked, the system will create new investment accounts, which could cause duplication of investment accounts, which can be challenging to correct.
Authority Process
-
Contact the Praemium Adviser and request they enable a data feed for the account to Class.
If they are unfamiliar with the process, please provide them with this PDF which explains the configuration at their end.
-
Change the status of the feed to "Waiting on Provider"
Note: The data is expected to start loading automatically within 10 business days.