Xplan Data Feed Services
Wealth Axis has a wealth of experience behind them when it comes to understanding how, where and why a datafeed service does more than just dump random values in to your CRM system. With the recent roll out of the Fee Disclosure Statement (FDS) the datafeed service provided by Wealth Axis provides an abundance of information about the fees paid by a client from their respective superannuation, investment, insurance products and bank accounts without having to outlay excessive hours of manual labour accessing more than one system or platform to extract the information you require and then bringing it together to form one report.
Datafeeds provide efficiencies within your business via your existing CRM system no matter which CRM system you are working with, Wealth Axis can tailor it for you to achieve the best outcome possible for you. Most businesses provide some sort of reporting to their clients, datafeeds within your CRM system means you can create a report and extract information such as portfolio valuations, investment returns, transaction history and fee analysis as and when required by you or your clients.
The Wealth Axis datafeed service offers the initial set up within your CRM system, initial testing to ensure the accuracy of the datafeeds coming through and then ongoing daily or weekly management of this service. Wealth Axis will liaise directly with third parties when required to facilitate the implementation and management of these datafeeds on your behalf.