Client Portfolio Datafeeds

We will soon be releasing our new client portfolio datafeeds feature, starting with Desktop Broker and NetWealth.

You can map your clients portfolio using the following steps:

Step 1: Connect To Your Adviser Code

Navigate to your User Profile by clicking on your initials icon in the top right navbar

Select ‘Datafeeds’

Step 2: Adviser Mapping

Select the investment platform you wish to configure and click the ‘Client Mapping’ button.

Enter your adviser code and click ‘Connect’

Step 3: Account Mapping

From the client profile in Finley, click on Portfolio in the left menu.

Then click ‘Add Mapping’ to link an account datafeed to a client profile.

Complete The Mapping Popup

Complete the mapping popup.

Make sure you include the External Client ID and External Account ID to map the acccunt to your client profile.

Once completed, click Create Mapping

Adding Off Platform Investments

From the Portfolio menu, create an off-platform portfolio by clicking the ‘+’ icon in the top right

Select the portfolio owner from the dropdown

Create the account name and give the account a brief description

Complete the underlying holdings detail in the off-platform portfolio

Click ‘Add Holding’

Once all investments are picked, click ‘Save Portfolio’

List of Available Platform Datafeeds

• Desktop Broker - Available ✅

• NetWealth - Available ✅

• HUB24 - Under Construction 🚧

• FIIG - Coming Soon 🔜

• CFS Edge - Queued