kenny.foo
Xplan Expert
Xplan Expert17th July AMA: I'm Kenny Foo, Xplan expert, Ask Me Anything!
If you want a genuine competitive edge, streamline your operations and serve more Aussies; accurate data isn’t just a nice-to-have – it’s non-negotiable.
But are you following data best practices w...
Hi Kenny, we are keen to learn more about pulling client lists based by platform (ie a client list of all clients who are on CFS Edge) or by platform and product (ie a client list of all clients who are on MLC and have MLC MasterKey Investment Service).
kenny.fooXplan Expert
Xplan ExpertHi kerri.shanks ,
There are a couple of ways to do this:
- In System Datafeeds > Mappings > IPS external accounts, you can search by Provider (i.e. Platform), making sure to select “List All” under Listing Option, then click on the “Export” button. This gives you a CSV file by platform, entity name, and the Account, which should have product name in it depending on the datafeed.
- You can use Advanced Search if you just need to bring up a client list in Xplan. When adding a search criteria, click on the “Portfolio” tab, then select “External Account Vendor” in the Search Type dropdown. This will allow you to search by vendor.
Lastly, keep an eye out for the Advisely datafeeds AMA with Rob Borthwick next month!
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