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...
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investments
xplan
felicity.eardley's avatar
felicity.eardley
Active Interactor
6 months ago

Hi Jason & Marc,

When the provider (e.g. Netwealth) is unable to separate several different SMA held in the same Account, is there an easy way to use Portfolio Recommendations? 

Wealthsolver seems much easier but is there a simple solution I am missing with Portfolio Recommendations?

Thanks, Felicity

  • marc.fraser-jones's avatar
    marc.fraser-jones
    Icon for Iress Contributor rankIress Contributor
    6 months ago

    Hi Felicity,

    Unfortunately at the moment where a provider is unable to separate multiple SMA's held within the same account, there is no easy way to use Portfolio Recommendations.

    With that said, I know Netwealth is actively working on this at present so we should hopefully see this resolved in the near future.

    Thanks,

    Marc

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