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Institutional Source Register

The register of professional systems Fydis binds to the provenance chain. Each source emits specific evidence required to achieve professional defensibility in refined advice outcomes.

  • Xplan
  • Iress
  • AdviserLogic
  • Morningstar
  • HUB24
  • Netwealth
  • BT Panorama
  • Praemium
  • Macquarie
  • Class Super
  • AMP
  • Insignia
No.SystemClassEvidence emittedTier
  1. 01XplanCRMFact-find, SOA historyI
  2. 02IressCRMPortfolio, trading logI
  3. 03AdviserLogicCRMFile notes, review cycleII
  4. 04MorningstarResearchAPL, performance dataI
  5. 05HUB24PlatformHoldings, transactionsI
  6. 06NetwealthPlatformAccount, fee dataI
  7. 07BT PanoramaPlatformModel portfoliosI
  8. 08PraemiumCustodySMAs, IMA holdingsII
  9. 09MacquarieCustodyCash, lending, custodyI
  10. 10Class SuperSuperSMSF accounting, trustee minsII
  11. 11AMPPlatformSuper, insuranceIII
  12. 12InsigniaPlatformAdvice service feesIII

Tier I systems carry audited production connectors. Tier II are in pilot. Tier III represents the development roadmap. New institutional sources are integrated monthly based on professional demand.