We have enhanced our BGL, Class and SuperMate data feed functionality so you can send financial data for all your clients on your code or for selected individual accounts. 

There are a few simple steps to follow in order to set up bulk or individual data feeds:  

Step 1: Ensure that you have contacted BGL, Class or SuperMate so that they are expecting a data feed from Netwealth.

Step 2: Download the data feed application form via your adviser log in. Tick the relevant box to manage data feeds in bulk or at an individual level.

Step 3: Submit the form to us via the document uploader at the top right of your adviser dashboard, or under activities and tasks. 

Step 4: Once the form has been processed by us, you will see BGL, Class or SuperMate as a provider under Business Settings > Data feeds > Settings. Here you will be able to search and select specific clients to set up a data feed for. 

Make sure to watch this space as we are continually adding new data feed recipients to this list. 

To learn more or organise a demo, contact us.