jason.zhang's avatar
jason.zhang
Icon for Iress Contributor rankIress Contributor
6 months ago

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

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 pot...
advice execution
investments
xplan
jaclyn.bazin4's avatar
jaclyn.bazin4
Active Interactor
6 months ago

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?


Thanks
Jackie

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