marc.fraser-jones's avatar
marc.fraser-jones
Icon for Xplan Product rankXplan Product
2 years 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
DeanColinHolmes's avatar
DeanColinHolmes
Virtual Explorer
2 years ago

Hey Marc, keen to learn more about CFS Edge and how XPLAN works together in the portfolio work.

Cheers, Dean

 

marc.fraser-jones's avatar
marc.fraser-jones
Icon for Xplan Product rankXplan Product
2 years ago

Hi DeanColinHolmesCFS Edge investment options are available in WealthSolver, for clients that have existing CFS Edge SMA's via IressNet datafeed, they should already be visible in the client accounts via the new beta screens. You may need to enable the new fields via the column chooser, once enabled you can use the new fields to group the results on the screen.

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