How do I set up and manage data integrations (data feeds) using Wealth Exchange?

*This video is an illustration 

This article applies to Adviser Representatives (AR) only. If you are a client and wish to take any actions in this article, please contact your adviser or Netwealth.

Wealth Exchange is Netwealth’s online app store where advisers can subscribe to data feeds to third party software (integrations) and other subscription services. These data integrations allow client data to be shared with software providers such as BGL 360, Financial Simplicity, and Xplan. Some data integrations also let you choose which clients’ data is shared.

In this guide, we cover:

1. What data integrations are available?
2. How to subscribe and configure a data integration
3. How to edit or refresh data integrations
4. How to unsubscribe from a data integration

 

What data integrations are available?

The following data integrations can be subscribed to via Wealth Exchange:

AdviserLogic Asora BGL 360 Briefcase Captegra Class Super Complii Evare Fabric Risk Fin365 Financial Simplicity Hero360 Intelliflo

InvestmentLink M2Wealth MyProsperity PIMS Platformplus Plutosoft ProductRex Sesame SuperMate Swissquant WealthConnect XPlan

How to subscribe and configure a data integration

1. Log in and navigate to Business Settings > Wealth Exchange via the main menu.
2. Browse the list of available data feed integrations. You can view more details about each integration from this page.
3. When you find a data feed you’d like to use, click the Subscribe button next to it.
4. After subscribing, navigate to Business Settings > Wealth Exchange via the main menu.
5. Select the subscribed integration to open up the right hand panel and follow the configuration steps. You’ll be able to assign adviser codes and, where applicable, choose whether to include all client accounts or add individual clients manually. Select ‘Save’ to confirm your data sharing configuration.

 

How to edit data feed settings or refresh the data

1. Log in and navigate via the main menu to Business Settings > Data Integrations .
2. Select the integration from the table you want to edit.
3. Use the right-hand panel to edit the information, such as which adviser codes, or client accounts you wish the data to be supplied for.
4. To manually synchronise or refresh the shared data, select the refresh icon. If you have multiple adviser codes, you can select multiple adviser codes for a bulk refresh.

How to re-confirm data integration

When you have previously had 'Data Feeds' set up with Netwealth, you will need to 're-confirm' for each integration that you agree to the Wealth Exchange terms and conditions. This is a once-off requirement that will need to be completed before you can edit or refresh the data integration, there is no interruption to the data whilst it has been awaiting a 're-confirm'. This action is required at a user level, so if you have multiple staff using an adviser code to access the data integrations, they will need to 're-confirm' individually before they have access to edit or refresh. 

 

How can I unsubscribe from a data integration?

1. Log in and navigate via the main menu to Business Settings > Wealth Exchange.
2. Once you locate the integration you want to unsubscribe from, select the three dots next to the 'Subscribed' button.
3. Select the 'Unsubscribe' button.
4. Read the details of the pop-up, and click ‘Confirm’ to unsubscribe.