P1 Platform Valuations Feed - Now Released

[aaron.greenhill]

P1 Platform Valuations Feed - Now Released

The IressNet team is pleased to announce that we have enhanced our datafeed coverage by integrating with P1 Platform, which is now available for all Xplan users.
They will provide a daily bulk valuations feed for all active accounts.

Full details are available on the Community Platform Summary for P1 Platform.

What do you need to do to receive the P1 Datafeed?

Register for the Datafeed

To register for the P1 Datafeed, Xplan users should contact platform@p1-im.co.uk to request that the Xplan datafeed be enabled for their firm. They will need to provide their firm name and FCA number.

Add the Adviser Mapping

To set up access within Xplan, please enter the 6 or 7 digit Firm FCA number as your Adviser ID.

• Create a new Adviser Mapping for P1 within Admin > Integration > System Datafeeds > Mappings > Advisers.
• Select Add Mapping, choose P1 and enter the FCA number as the Adviser ID .

This feed has an additional level of security in place, which you will need to request from Iress to enable your access.

• Once you have set up the Adviser Mapping, if you have already set up an FCA number for another Provider under your username and had it validated, then your Adviser Mapping will automatically be validated once you enter it.
• If this is the first FCA number adviser mapping you've entered, you will need to contact Iress Support by raising a request on Iress Connect so that they can validate it before you receive any data.

After the setup, it will download all the data for the configured advisers after P1 provides the files.

Once the Clients and Accounts are mapped, the Portfolio view against each Client will display the latest values.