Client Portfolio Datafeeds

Written By Anthony Lyon

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: Add Mapping

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

Whatever it is, the way you tell your story online can make all the difference.

Step 2: 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

List of Available Platform Datafeeds

  • Desktop Broker - Available ✅

  • NetWealth - Available ✅

  • HUB24 - Under Construction 🚧

  • FIIG - Coming Soon 🔜

  • Macqaurie Wrap/CMA - Queued

  • CFS Edge - Queued

Anthony Lyon
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