We're excited to introduce the new Selfwealth by Syfe Xplan Data Feed, designed to provide advisers with a more complete view of their clients' Selfwealth portfolios directly within Xplan.
What's included in the new feed?
The new feed includes:
- Trades - buy/sell activity across domestic and international markets
- Cash - account balances and transactions, both domestic and international
- Investments - current holdings and positions
- Income - dividends and distributions, including entitlements and associated tax details such as franking credits
- Contract notes - full records, with PDF copies available
This comprehensive feed enables you to view your clients' investment activity and balances in one place, helping streamline portfolio management and reporting.
How can I activate the Xplan data feed?
- Log in to the Selfwealth Adviser platform
- Navigate to ‘Settings’ via the drop-down menu
- Select the ‘Data Feeds’ tab
- Scroll to ‘Xplan Settings’
- Toggle it to ‘Enabled’
- Copy the information presented into the Xplan system
- Log into Xplan and go to the Xplan Adviser mapping screen
- Insert the copied Adviser ID/Username/Password into the corresponding fields
How soon after connecting my feed will the data appear in Xplan?
Data from Selfwealth by Syfe will appear on the morning of the next trading day.
How often is data updated into Xplan?
Data from Selfwealth by Syfe is automatically updated into Xplan on the morning of every trading day and includes the previous day’s data.
Will Selfwealth load historical data into Xplan?
Yes, historical data from the inception of each portfolio will be provided to Xplan automatically.
What happens when I add a new client after I've enabled the Xplan data feed?
Once your Xplan data feed has been enabled, any new clients you add to the Selfwealth by Syfe platform will automatically be included in the feed. The next trading day, the feed will send the client's inception and delta data.
How do I disable the Xplan data feed?
1. Log in to the Selfwealth Adviser platform
2. Navigate to ‘Settings’ via the drop-down menu
3. Select the ‘Data Feeds’ tab
4. Scroll to ‘Xplan Settings’
5. Toggle it to ‘Disable’
6. Click ‘Continue’ on the pop up message below
7. The feed will be disabled and no data will be passed to Xplan on the next trading day.
Where can I get support if I need help with my Selfwealth-Xplan data feed?
Please raise a support ticket through IressConect which can be accessed via the link below: https://iress-connect.atlassian.net/servicedesk/customer/portals
Where can I get support regarding registration queries?
Please contact your BDM or the Selfwealth Sales team via sales@selfwealth.com.au