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

AMA: I'm Marc Fraser-Jones, Xplan Portfolio expert and product manager at Iress, Ask Me Anything!

Do you have a burning question about Separately Managed Accounts (SMAs) capabilities in Xplan? Join me here on Tuesday 13th August from 2pm to 2:30pm. With years of experience helping advisers, p...
advice production
investments
xplan
melita.daff's avatar
melita.daff
Exploring Newcomer
12 months ago

Hi Marc,

When a firm has their SMAs on multiple platforms and likes the 'look-through' option in IPS display so clients can see the underlying assets in their portfolio holdings, what is the most efficient way to run a report across all FUA that shows SMA penetration across platforms from the Xplan IPS data? 

E.g. How much do we have in total in SMA1 vs SMA2 vs SMA3 across all platforms (Panorama, Macquarie, IOOF, CFS etc). Even better if we can see this at whole group/firm level plus have the ability to  filter down to individual Adviser level as well.

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

    Hi melita.daff

    Management reporting / business intelligence around SMA's is something we're currently considering. If you're interested I'd like to reach out to you directly to organise a research session to better understand your needs in this area.

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