At the time of publishing, Intello does not receive a data feed from the Cashwerkz term deposit platform.

We are aware that Cashwerkz is has been in contact with Class Super to build a data feed, however there is no expected completion date at this time.

If you are currently using Cashwerkz, or and interested in using Cashwerkz for your SMSF and non-SMSF clients please get in touch with us.

We've worked with Class and various providers numerous times to assist them rollout new data feeds, and a key aspect of that is active clients who are willing to provide test data.

Cashwerkz now offers a direct datafeed into XPlan, which enables advisers who hold their clients’ term deposits with Cashwerkz to map this portfolio information into their clients’ XPlan record.

The datafeed provides advisers with the ability to comprehensively measure asset allocation, cash exposure and liquidity levels from a total portfolio perspective.

To activate, advisers can register for the feed on the Cashwerkz platform via their secure login and be provided with the configuration codes to map into XPlan. Once activated, client data will be received and available within 24 hours.

Download the step-by-step document attached to assist: Cashwerkz XPlan Datafeed