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eData User Guides

You can find out which back office systems and portals support our services by visiting the Adviserwise website.

To help you set up your data feeds, we have the following user guides available (all links open in a new window):

1st Adviser Office Valuation Update User Guide
Real Time Valuations Using Area Adviser Offices
Bulk Import (Group Schemes) User Guide
Durell Online Investment Updates, Set Up User Guide
Online Investment Updates, Revaluations User Guide
Fairs Origo Link User Manual
Keystone Contract Enquiry User Guide
Plum Software Contract Enquiry User Guide
Quay Software Contract Enquiry User Guide

If your chosen portal or back office system is not included in the list above, please contact them direct.

 

This website is for UK financial advisers only and is not approved for use by private customers.
By using this website you agree to our terms and conditions of use.

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