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

Hi charlene, there should be no need to set the datafeed up in a certain way, as long as the data is provided by the platform/vendor to IressNet, with the SMA details, it should flow through into the site without any user intervention. You may need to enable the SMA fields via the column chooser in the new Beta screens, once enabled you can use the new fields to group the results on the screen.

The currently support platforms are:
AMP North
Macquarie Wrap
Macquarie Vision
Netwealth
BT Panorama
HUB24
Fiducian
IOOF Group
CFS Custom Solutions
CFS Edge
CFS First Choice (Note: In conjunction with CFS we have built vendor specific SMA handling for the CFS First Choice feed, holdings will be unrolled and displayed in underlying constituents while the rest of the SMAs are displayed in rolled-up level.)

Unfortunately at this point Praemium is not supported, they are currently using a file format that does not allow for the identification of SMA's

charlene's avatar
charlene
Social Sightseer
9 months ago

Who could we contact to provide Praemium with the file format that is needed or an example or what other platforms are using to allow this data to feed through and sort by SMA? 

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

    Iress is already in discussions with Praemium to enhance the datafeed to support. Our product manager for IressNet is managing this with Praemium.

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