|
Data Feed Source
|
Content
|
Data transfer
|
|
Andrew West Broking
|
Transactional - Contract Notes Only
|
Automated
|
|
ANZ Bank CMT
|
Transactional
|
Download manually from source
|
|
AOT online
|
Transactional - Contract Notes Only
|
Automated
|
|
Asgard
|
Transactional - supports all badged
products
|
Download manually from source
|
|
Asgard (cont)
|
|
|
|
Ausiex/Sanford
|
Transactional - Contract Notes Only
|
Download manually from source
|
|
Avanteous Wrap
|
Transactional - supports all badged
products
|
Emailed to adviser / moving to
Automated
|
|
AXA
Australia-
Summit
Mastertrust
|
Transactional
|
Download manually from source /
moving to automated
|
|
BankWest CMT
|
Transactional
|
Automated
|
|
BT Wrap
|
Transactional
|
Automated
|
|
Colonial First State
|
Transactional - All funds incl First
Choice
|
Automated
|
|
Commonwealth Securities -
Adviser Trading Centre
|
Transactional - Contract Notes Only
|
Automated
|
|
Credit Suisse Asset Management
|
Transactional - Retail & Wholesale
funds incl Master Wrap
|
Automated
|
|
DDH Graham - Bank of QLD CMT
|
Transactional Automated
Contract Notes + Cash and Managed
|
Automated
|
|
E-Trade
|
Fund transactions
|
Automated
|
|
Euroz Securities Limited
|
Transactional - Contract Notes Only
|
Automated
|
|
ING - Portfolio One
|
Transactional
|
Automated
|
|
InvestmentLink
|
Transactional / Adjusting Trans -
Retail & Platforms (SMSF, Perpetual,
Netwealth…)
|
Automated
|
|
IOOF Portfolio Service
|
Transactional - IPS Platform &
AM
Lifetrack
|
Automated
|
|
LM Investment Management
|
Transactional
|
Automated
|
|
Lonsdale Securities
|
Transactional - Contract Notes Only
|
Automated
|
|
Macquarie
Equities
|
Transactional - Contract Notes Only
|
Emailed to adviser
|
|
Macquarie
Non-Wrap CMT
|
Transactional
|
Download manually from source
|
|
Macquarie
Wrap
|
Transactional - all Wrap products
|
Automated
|
|
MLC
|
All Masterkey & Custom, Super &
Investment
|
Download manually from source /
moving to automated
|
|
Montagu Stockbroking
|
Transactional - Contract Notes Only
|
Automated
|
|
Navigator - Aviva
|
Transactional - Fund, Cash & Share
services
|
Automated
|
|
NEXT Financial
|
Transactional
|
Automated
|
|
OASIS
|
Transactional
|
Automated
|
|
Skandia
Australia
Wrap
|
Transactional
|
Automated
|
|
Smith Barney Citigroup
|
Transactional - Contract Notes Only
|
Emailed to adviser
|
|
Synergy
|
Transactional
|
Download manually from source
|
|
Tolhurst Noall
|
Transactional - Contract Notes Only
|
Automated
|
|
Tower Trust
|
Transactional
|
Download manually from source
|
|
TRUST Managed Accounts
|
Transactional
|
Automated
|
|
QSUPER
NCS (QINVEST Investment
Funds)
|
|
|
|
Bell
Potter Securities
|
|
|
|
Goldman Sachs/JB Were
|
|
|
|
Fiducian
|
|
|
|
Platinum Asset Management
|
|
|