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
ThomasChiu's avatar
ThomasChiu
Curious Observer
12 months ago

Would be good to know if we can input the returns into XPLAN for SMAs which will come through to the Wealthsolver comparison as well as advice documents. 

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

    Hi ThomasChiu , past performance in WealthSolver is calculated based on underlying data including unit prices and distribution data. This means past performance is not a simple input. If users were able to input the returns, it will be inconsistent with other options' past performance methodology.

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