Data Feeds
In this section you will be guided through steps to setup feeds allowing you to increase automation in your business.
- Data Feeds - Overview
- Introduction to Data Feeds
- Data Feed Status
- Class to XPLAN feed
- Feeds Console
- Setting up a Bank Feed
- Setting up a Platform/Broker Feed
- Linking Multiple Cash Accounts to a Feed
- Uploading Feed Authority Forms
- Entering Adviser Authorities in Class
- Adviser Authorities - Adviser Code Examples
- Bulk Authority Form
- Market Feeds
- Request History button
- Authority Forms - Quick Reference Guide
- Feed Authority Response