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
kerri.shanks's avatar
kerri.shanks
Valued Supporter
6 months ago

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that can notify us when certain activities happen on a clients account, for example, if greater than $50,000 cash is withdrawn or if a portfolio changes by +/- a certain percentage.

Cheers

Kerri

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

Hi Kerri,

Thanks for reaching out!

To help you get started, I recommend checking out the Practice Management eLearning course, which includes a section on ‘Alerts.’ This provides a step-by-step guide on creating alerts for various scenarios with examples.

Additionally, we have helpful community articles that outline best practices and common alert setups. You can access these resources here:

 

If you need further assistance, please feel free to reach out. We’re happy to help!

Best regards,
Jason

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