Below is a detailed list of the Wraps & Investment Platforms that are available in Simple Fund 360.
Feed | Feed Type | Cash (Bank Transactions) | Income (Dividends & Distributions) | Investment Movements (Contract Notes) | Historical Data |
Australian Money Market (AMM) | Automated | YES | NO | NO | Provider sends automatically |
Asgard (Adviser NET) | Automated | YES | YES | YES | Provider sends automatically |
Bell Potter Equity Lever Feed | Automated | YES | NO* | YES | Provider sends automatically |
BGL Excel (XML) Import | Manual | YES | YES | YES | N/A |
BT Panorama | Automated | YES | YES | YES | Provider sends automatically |
BT Wrap | Automated | YES | YES | YES | Provider sends automatically |
CFS FirstChoice | Automated | NO | YES | YES | Provider sends automatically |
Cointree | Manual | YES | YES | YES | Client downloads file manually |
Commsec Adviser | Automated | YES | NO (only interest income transactions) | YES | Provider sends automatically |
Commsec Retail | Automated | NO | NO | YES | Provider sends automatically |
Crestone Wealth Management | Automated | YES | YES | YES | Request via re-request function |
DNR Capital (Also known as: Dalton Nicol Reid) | Currently Not available in Simple Fund 360. | N/A | N/A | N/A | N/A |
Evans and Partners | Automated | YES | YES | YES | Provider sends automatically |
Hub24 | Automated | YES | YES | YES | Provider sends automatically |
IOOF | Automated | YES | YES | YES | BGL requests this via web service |
Macquarie Equity Lever | Automated | YES | NO* | YES | Provider sends automatically |
Macquarie Wrap | Automated | YES | YES | YES | Provider sends automatically |
Xplore Wealth (IAS) | Automated | YES | YES | YES | Provider sends automatically |
Mason Stevens Including Global Investment Service (GIS) |
Automated | YES | YES | YES | Provider sends automatically |
MLC | Manual | YES | YES | YES | Client downloads file manually |
Morgans Wealth+ | Manual | YES | YES | YES | Client downloads file manually |
Netwealth | Automated | YES | YES | YES | Provider sends automatically |
Ord Minnett | Automated | YES | NO | YES | Provider sends automatically |
Politis Investment Strategies | Manual | YES | YES | YES | Client downloads file manually |
Praemium | Automated | YES | YES | YES | Provider to send automatically after request |
Private Portfolio Managers (PPM) | Automated | YES | YES | YES | Request via re-request function |
SelfWealth | Automated | YES | NO | NO | NO |
XPlan | Manual | YES | YES | YES | Client downloads file manually |
*Simple Fund 360 will still be able to automatically code dividend transactions using it's inbuilt ASX data feed
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