Summary of Supported Wraps & Investment Platforms.

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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 Balances automatically
Commsec Retail Automated NO NO YES Provider sends Balances 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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