The Feeds console allows you to set up and manage data feeds for a fund or all your entities at the business level.
In this article, we will teach you about:
Feeds Console (Fund Level)
Navigate to Fund Level > Feeds > Feeds Console
The Feeds Console at Fund Level provides an overview of all feeds for that Entity, from this view you will be able to see account information, current status and the last time the feed was updated.
Field Name | Field Description |
+New | Allows to add new Cash, Broker/Platform Feed |
Export | Allows to export all of the information on the Feeds Console to a CSV file for further analysis |
Feeds Console (Business Level)
The Feeds Console provides an overview of all feeds for a business or brand. The Feeds Console on Business level provides the account information, current status and the last time they were updated.
Navigate to Business Level > Feeds
Field Name | Field Description |
Export | Allows to export all of the information on the Feeds Console to a CSV file for further analysis |
Upload Authority Forms | Allows uploading a series of authority forms across different funds in the same business. For further information please refer to Review Bulk Uploaded Authority Forms |
Review Uploaded Authority Forms | Allows reviewing authorities that have been uploaded. For further information please refer to Review Bulk Uploaded Authority Forms |
Bank accounts linked to another Holding Reference, such as a Platform, or Broker external ID, will not appear in the Feeds Console.
What's Next?
Learn about Setting up a Platform/Broker Feed and Setting up a Bank Feed, or Feeds Console Status