How to enable data feeds

FinClear partner with several external providers for the provision of data feeds. To enable these feeds please follow the instructions below. 

Xplan
Raise a ticket in our Client Support Portal.   Enabed at adviser code level. 

Complii
Raise a ticket in our Client Support Portal. Enabed at adviser code level. 

Class Super
TC Ops > Account Maintenance > Tags > Add New Demographic > EXFEED > Class Super

Praemium
TC Ops > Account Maintenance > Tags > Add New Demographic > EXFEED > Praemium

Dash
TC Ops > Account Maintenance > Tags > Add New Demographic > EXFEED > Integrated/Dash

BGL
TC Ops > Account Maintenance > Communications> Add >Enter client's unique BGL email