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...
advice production
investments
xplan
primrose.foster's avatar
primrose.foster
Icon for Advisely Team rankAdvisely Team
9 months ago

What do you find is the most under-utilised feature in relation to Xplan's SMA modelling functionality? marc.fraser-jones 

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

Hi primrose.foster , it's still early days for SMA functionality within Xplan, so it's hard to draw solid conclusions around the utilisation of different features at the moment, that said it is something we're keeping track of.

However, I would like to encourage everyone to jump into the new beta portfolio screens and check them out, along with the SMA functionality we've added.

The beta program is a departure from how we've previously delivered functionality to our customers, giving us the ability to gain fast feedback from users during the process to help guide decisions. The more users we get on board using the new screens, the more feedback we can gather and the better our overall solution will be.

Welcome to this AMA thread!

Here's how to get involved:

  1. Submit your questions: Just type them out and post now ahead of the AMA! This is a text-based event, so no audio or video is needed. The expert will be online to answer whatever questions you have during the scheduled time.
  2. Be respectful: Keep it friendly and professional. Respectful dialogue makes the AMA enjoyable and informative for everyone.
  3. Stay engaged: Feel free to follow up or ask about different topics as the thread goes on. The more you interact, the richer the conversation.
  4. Enjoy the experience: Use this opportunity to gain insights and connect with peers and experts. Let’s make this AMA one to remember!

Looking forward to all your amazing questions and let the asking begin!

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