Did you know the Iress Community has a dedicated "Platform Summary List from A to Z" that provides a deep dive into the health and specifics of every available datafeed?
Why? While you can see the data in a client’s portfolio, or across the clients that you have access to, you don't always know what is happening behind the scenes with each provider's datafeed. These one-page summaries are essentially a source of truth for the "quality" of the data you are looking at.Â
Instead of wondering if it’s just you or a wider system issue, you can check the specific provider page for instant clarity.
The Platform Summaries
- Data Availability: See exactly when a datafeed commenced and the volume of accounts currently using it.
- Limitations: Understand how far back transaction histories go, this can vary if a provider has undergone a system migration.
- Known Issues: Stay informed about “known issues”, so you don't spend time troubleshooting a "issue" that is actually a known limitation.
- Quality Metrics: Check the "Unit/volume" reconciliation percentages to gauge how accurately the provider's data matches Xplan's records across the broader community.
How?
- Log in to the Iress Community.
- Search for Datafeed Platform Summaries.
- Select the APAC Region List from A to Z.
- Locate your specific provider (e.g., Aware Super) to view their dedicated status page.
Platform Summaries - APAC Region List from A to Z💡Tip If you are setting up a new feed, these guides often contain the exact registration steps required for the provider's specific adviser portal. For example, some feeds require a 12–20 character password to be mapped within Xplan before data will flow. Checking the guide first can save you the two business days you might otherwise lose waiting for data that was never going to arrive due to a simple mapping error.
Who else uses these summaries to troubleshoot their daily datafeed reconciliation?
