Intello

Does Intello receive a data feed for the Cashwerkz platform?

Cashwerkz Data Feed

This page contains instructions for the activation of an Elston IMA portfolio data feed. Do you get a data feed for Elston? Yes!

Elston IMA Data Feed

This page contains instructions for the activation of an AMP Bank data feed. Do you get a data feed for AMP Bank? Yes!

AMP Bank Data Feed

This page contains instructions for the activation of an SelfWealth data feed. Do you get a data feed for SelfWealth? Yes!

SelfWealth Data Feed

This page contains instructions for the activation of the Australian Money Market (AMM) term deposit service data feed.

Australian Money Market (AMM) Data Feed

Follow these instructions to add Intello Pty Ltd as a third party authority on a Macquarie Wrap account.

Macquarie Wrap Accounts - Intello Third Party Authority

This page contains instructions for the activation of an ANZ Bank data feed. Do you get a data feed for ANZ Bank? Yes!

ANZ Bank Data Feed

Intello can obtain a data feed for SMSF and portfolio accounts with IOOF Products. Instructions for activating an IOOF data feed.

IOOF Wrap Data Feeds

This page contains instructions for the activation of the Macquarie CMA data feed. Do you get a data feed for Macquarie Cash Account? Yes!

Macquarie Cash Management Account Data Feed Authority Form

BT Panorama easily enables advisers to set up a data feed into Class Super.  Follow these instructions to activate the feed.

BT Panorama - Adviser Initiated Data Feed to Class Super

Follow these instructions to add Intello Pty Ltd as a financial services company on a new Macquarie CMA application. Company code 4345.

Macquarie Cash Management Accounts - Intello Third Party Authority

Does Intello have a data feed for Interactive Brokers?

Interactive Brokers Data Feed

Emily Chandler

Intello Robot

SMSF Data Feeds

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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