jessica.lamb
Advisely Partner
11 months agoAMA: I’m Jessica Lamb, director of Practice Dynamix, Ask Me Anything!
With over 15 years of experience in the financial planning industry and experience working with over 350 advice practices around Australia, I help bring businesses into the future.
On Wednesday 24t...
deborah.kent
Advisely Board
11 months agojessica.lamb Question on how to search all clients in a particular platform say everyone in BT Panorama
- jessica.lamb10 months ago
Advisely Partner
Thanks for sending through your question deborah.kent
This would need to be actioned by someone with an IPS license, then select Advanced Search > New:
And under the Portfolio Tab, you can search for clients based on an External Vendor list:
This links back to datafeed data, and a great way to find clients with a specific provider.
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