Datafeeds

Part three of a six-part guide to setting up, monitoring and troubleshooting datafeeds in Xplan. Article 3: Monitoring - keeping your datafeeds healthy The best time to find a datafeed issue is before it affects a client review, a portfolio report or an advice document. And definitely before a client notices it in their…

Part four of a six-part guide to setting up, monitoring and troubleshooting datafeeds in Xplan. Corporate Actions can change the way a portfolio should look in Xplan. These events include, but are not limited to, dividends, distributions, buy-backs/takeovers, rights issues, bonus issues, share splits and consolidations. A…