XPLAN Datafeeds

XPLAN partners with a number of fund managers and insurance companies to secure data feeds. This ensures that all reporting is up to date and reduces the number of sites you need to visit when a client asks for their portfolio balance.

Let your team get on with their day jobs, by having Enzumo set up and manage these feeds for you. We make sure they run smoothly from day one and can also manage them on an ongoing basis.

At a glance, the Enzumo Datafeed service incorporates:

•  Adviser setup for datafeeds

•  Daily datafeed analysis

•  Ongoing client mapping

•  Ongoing trouble shooting with Xplan and / or the fund manager