External Systems
Generating an API Key in AdviceOS
Introduction Midwinter’s API provides you the ability to integrate AdviceOS and other third-party providers. This can help your Practice streamline the transfer of information across these platforms. In order to set up one of these integrations, you ...
Colonial First State Datafeeds
To activate Colonial First State datafeeds, you have to be registered for datafeeds with AdviceOS and a registered FirstNet adviser. After completing the registration process, follow the steps below to set up datafeeds for CFS: 1. Log into FirstNet ...
Commission Mapping
The below video provides you with guidelines on how to assign commission feeds from an external revenue provider and map these feeds to your clients within AdviceOS.
Datafeeds
This guide will provide an overview of: Registering for datafeeds Mapping Investment Link datafeeds Unmapping Investment Link datafeeds Adding datafed Accounts to the Client Fact Find Refreshing a datafed Account Registering for Datafeeds To set up ...