marc.fraser-jones's avatar
marc.fraser-jones
Icon for Iress Contributor rankIress Contributor
11 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...
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martin.joughin's avatar
martin.joughin
Valued Supporter
11 months ago

How can I code a document to show what SMA's investments are in? I'm aware I can use row[‘sub_account’]. However this gives a code, not the name of the SMA. BT Panorama in particular gives the subaccount as accountnumber.01, accountnumber.02 etc. The number of the end is different for every client, so it's impossible to tell which SMA it is. The new Portfolio Position (Beta) screen is able to give names to all of the SMAs, so I'm hoping there's some code we can use.

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

Hi martin.joughin, we have had to tread very carefully when it comes to reporting and datasources. Work is in progress and currently aiming to be completed for the end of August.

However, I can confirm there will be a couple of new datasources, in this case where you see sub_account available there will be a corresponding SMA Instrument field, which like the Position (Beta) screen will contain the name of the SMA. More information will be forthcoming as we release the work, we will provide sample code with this.

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