Settings | External Systems

External Systems
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 ...

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