Managing client portfolios effectively is essential for a well-run advice practice – but are you using all the features available to you in Xplan? Make 2025 the year you fully harness Portfolio's potential by posting a question below for me to help! For example, curious about how to integrate the new Recommendations screen into the wizard? Need help transitioning a practice to the new screen? Looking for tips on building corporate action templates for common events? Or maybe you have feedback or questions on what we plan to roll out in 2025? Join me and my fellow Portfolio expert and product manager marc.fraser-jones here on Thursday 13th March from 3pm to 4pm. Start popping in your questions below and Ask Me Anything! ❗️Update: This AMA has now ended but please continue to pop your questions in the discussion forums and make sure you tag us at jason.zhang and marc.fraser-jones 🎙️ Let us know what you thought of the AMA and what topics you would like to see next here.

Hi Michael, We have published a set of new standard reports specifically for SMA, these should be in the Reports screen under the Valuation category:- Portfolio Valuation - SMA- Portfolio Valuation - Simple, SMA- Valuation - Proposed Changes (SMA)We've also made sample code available via the Community in relation to SMA instrument grouping, please note there is still outstanding a performance data source with a corresponding standard report and sample code that will be coming very soon, which will be added to the existing article. https://community.iress.com/t5/Help-Guide-Xplan/Enhanced-SMA-Capabilities-in-Xplan-WealthSolver-amp-IressNet/ta-p/58890 Thanks,Marc

Hi Jason, Great topic, there is so much functionality in Portfolios that can certainly get overlooked.One topic I recently spoke to our advisers about was model portfolios and setting up Target Sets in Portfolios. These can add some great efficiencies within practices. I'd love to hear your feedback on some common questions I have received:1. What is best practice when creating target sets and applying them against a client's portfolio?2. What Target Set functionality is underutilised but can add a lot of value?3. Are there reports that can be generated to show the client's current portfolio weight against the target weighting for the model portfolios?ThanksJackie

Hi Jason, I'm keen to learn about setting up Alerts on Xplan Portfolio accounts that can notify us when certain activities happen on a clients account, for example, if greater than $50,000 cash is withdrawn or if a portfolio changes by +/- a certain percentage.CheersKerri

Hi Jason,I've been doing some testing on the (NEW) portfolio screens, I've noted the new section has the following degradations/limitations over the existing screens. Could you please let us know if there are some plans for enhancing the new sections:General:Filters are not simple to use, no dropdown option based on what the client has, manually type in filter options.I suspect the logic is useful only to very advanced users, and I doubt that there are too many use cases where the logic on filters would be used beyond "Contains"Portfolio:Cannot edit existing account holding details (e.g. is FUM, CGT, Name override)Cannot exclude holding from reportsCannot add transactions from the portfolio screen (buy/sell/income)Transactions:If a holding is out of balance (from datafeed provider), there is no flag on the asset line item.Tries to load too much data (all transactions for all holdings over the last 7 days) before filters are applied. Using the new "search transactions" (from the portfolio screen) does not load filters into transactions screen. This would be useful to allow for then changing search terms.(new request) Using the new Search transactions does not limit the search to the account selected. Generally if we select to view transactions for a holding, we are selecting it on a specific account.If any filter is applied along the top (View results by/ date range), once you select apply, all the options groups collapse and have to be re-expandedWhile I really like some of the new functionality available, and understand there is some time it takes to get use to the new view and how to navigate, a number of these make the new views significantly slow down the time it takes to get the relevant information we look for or need to update. Any enhancement roadmap for this section would be appreciated.

Good to know Jason.I totally agree with Michael's feedback and there is no way I will be moving to use the new screens until at a minimum the functionality we have on the old screens is there. I understand there is a push to modernise the interface (in all areas of XPlan) however when the new options have a decrease in functionality instead of an increase it seems like a total waste of resources.Felicity

13th March AMA: I'm Jason Zhang, Xplan Portfolio expert and product manager, Ask Me Anything!