Hi Team, I am getting the run around in relation to Ausiex datafeeds. They have confirmed Xplan does have the feed for their products but are unsure what the Vendor name is in Xplan so that I can set up the datafeeds. Can anyone please confirm for me if Xplan can receive datafeeds from Ausiex and if so what is the Vendor…
Due to Cyber Security policies I am looking for a bulk way to remove account numbers that are populated in 'Portfolio Account Name' from datafeeds which feeds into IPS portfolio and subsequently into portfolio reports. As I cant have account numbers go to clients in emails unless documents are password protected with…
Did you know you can now see if the balance in your clients’ portfolio accounts matches the balance sent to Iress by the datafeed provider right within the client portfolio screen? You no longer need to navigate to the datafeed reconciliation reporting screens - you can view the provider balances (as sent to IressNet)…
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