Setting Up the New Perpetual Datafeeds in XPLAN
Perpetual has transitioned its registry services to MUFG, resulting in new datafeeds for both A. Managed Funds and B. Superannuation/Pension accounts.
This guide outlines what has changed, how to register and activate and map the new feeds in XPLAN.
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Section A: Perpetual Unit Trusts / Managed Funds
What’s Changed
There will be two datafeeds covering units trusts/managed funds:
Perpetual AM (PERP) - The existing Perpetual Limited datafeed will be rebranded as Perpetual AM (short for Perpetual Asset Management).
Perpetual Wealth Management - This is not available yet. We will provide further communication and details on this once they become available.
View the full release notes here: Perpetual Limited Datafeed Upgrade
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How to Register
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Key Changes
The AdviserID will change and be reissued on registration
The Account ID is unchanged
Holding and Trade Identifiers have also changed, and will update existing records in the existing account.
Uplift in Data Security - All adviser registrations now require a password and this will need to be added in Xplan when the new adviser credential is mapped.
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Mapping in XPLAN
*** The Adviser ID required for mapping XPLAN can be found in the Perpetual Portal (for Perpetual AM) under the Adviser Integration section. Please see screenshot below for reference:
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Resolved: Known Issue
Distribution Effect transactions with Trade Date 1 July 2025 are duplicated for some assets.Workaround: remove the duplicate entries and apply an account lock for to prevent them from re-apearing.
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B. Perpetual Superannuation & Pension
What’s Changed
There will be two datafeeds covering Perpetual’s super and pension accounts. These are new and need to be activated.
View the full release notes here: New Datafeed - Perpetual Wealth Superannuation & Perpetual Asset Management Super
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How to Register
For Registration and Access to Perpetual/MUFG portals
Perpetual Wealth Superannuation (WealthFocus)
Perpetual Asset Management Super (Select)
- Email: Selectsuperandpension@perpetual.com.au
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Activating the Datafeeds in XPLAN
Navigate to System Datafeed and activate Perpetual Wealth Superannuation and Perpetual Asset Management Super.
Note: there is only a date lock on the original datafeed as it is the only one with history (see community link for more details here: New Datafeed - Perpetual Wealth Superannuation & Perpetual Asset Management Super
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How to access the Perpetual Adviser Online portal
Before you can map your Adviser ID in Xplan, you will need to generate a connection code and obtain your login credentials from the Perpetual Adviser Online portal.
WealthFocus and Select should have separate portals.
Step-by-step:
Log into MUFG Adviser Online
Go to the ‘Your Details’ section
Click on ‘Initiate data connection with Xplan’
Follow the prompts to generate your Xplan connection code (used as the password)
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Password format:
The long password for Pension and Super should look like this:
Example: Abcd1234-Efgh-IJkl-Mnop-Qrstuvwxyz12
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Adviser ID format:
Your Adviser ID is made up of two parts:
AFSL: Licensee AFSL, adding leading zeros to make a 9 digit code. This is displayed in Adviser Online on the 'Your Details' page.
- AFS representative number: adding leading zeros to make a 9 digit code.
This code was used when registering for the Adviser Online and is available on the ASIC register.
https://service.asic.gov.au/search/Search
So the format is:
- 000 + 6-digit Dealer AFSL / 000 + 6-digit AFS Representative Number or
- 000 + 6-digit Dealer AFSL / 00 + 7-digit AFS Representative Number
Example: 000123456/000123456
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How to map Adviser Id in XPLAN:
Go to:
- Go to: Admin > Integration > System Datafeeds > Mappings
Select:
- Perpetual Wealth Superannuation or
- Perpetual Asset Management Super
Enter:
- Adviser ID
- Password (connection code from Perpetual Adviser Portal)
- Click Save
