Reduce manual data entry, free up staff and improve quality with over 200+ data feeds available.
Transaction data from Australia's leading banks can be automatically uploaded into SuperMate.
There are several services available for automatic upload to SuperMate, if required.
|SuperConcepts Asset Allocation Service ||Retrieve and load asset allocations for managed fund from Morningstar on a daily basis.|
|SuperConcepts Assets Load Service||Retrieve and load a comprehensive list of ASX listed assets for use in the SuperMate Master Chart of Accounts. This is a free service that does not require a subscription.|
|SuperConcepts Corporate Actions Service||Retrieve and load details of most known corporate actions directly from ASX and Morningstar feeds into the Corporate Action Library.|
|SuperConcepts Price Load Service||ASX equities and Morningstar managed fund price feeds.|
|Revenue Tax Component Load Service||Retrieve and load revenue tax component information into SuperMate via an xml file. The xml file contains all the revenue fields that can be manually input on the Revenue Component Sweep.|