AdviserLogic improves direct data streaming content.

Financial planning software house AdviserLogic has announced that they now directly receive 26 investment data feeds covering over 200 platforms.

Head of Product Development, Daniel Gara, says “Over the last couple of years, the AdviserLogic team has established direct relationships and worked diligently with the major platforms to ensure our users receive automatic daily data directly from the source. Not needing to deal with an intermediary has improved the timeliness and quality of data that AdviserLogic users see in their client accounts. Our attitude is that if the platform has an existing data delivery method and any one of our advisers want it, we will gladly make the integration happen through our enhanced data feed framework which can construe and process data irrespective of type or delivery method.”

Mr Gara continues “AdviserLogic’s comprehensive daily reconciliation process means that we now boast a very high level of data accuracy – upward of 99.99%. This gives our users the confidence to generate investment reporting and advice documents without needing to constantly double-check data. Advisers love the increase in efficiency which frees them and their staff up for other tasks making them more profitable.”

“Direct access to the source of data has also enabled AdviserLogic users to obtain more data points, including fee data, which is important in the prevailing FoFA environment.” Mr Gara adds.

The AdviserLogic team continue to work with established and new platforms including insurance companies to make data feed processes efficient and will be releasing additional information regarding these developments in the near future.

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