Iress ContributorAMA: 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, paraplanners and licensees streamline their portfolio construction in Xplan, I’m here to help.
Start popping in your questions below and Ask Me Anything!
❗️Update: This AMA has now ended but please continue to pop your questions in the discussion forums and make sure you tag me at marc.fraser-jones
29 Replies
- rainier.reyes
Advisely Team
Welcome everyone to an Advisely Ask Me Anything (AMA) thread!
Here's how to get involved:
- 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. Whatever Xplan SMA questions you have, Marc will be here to answer during the scheduled time.
- Be Respectful: Keep it friendly and professional. Respectful dialogue makes the AMA enjoyable and informative for everyone.
- 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.
- Enjoy the Experience: Use this opportunity to gain insights, share laughs, and connect. Let’s make this AMA one to remember!
Looking forward to all your amazing questions and let the asking begin!
An exclusive badge is also available for participation in the AMA!
- rainier.reyes
Hi everyone and welcome to today's AMA!
Please ensure you read the instructions above before you post.
In order to see new questions and responses, make sure you refresh the page regularly.
Let me know if you need any assistance!
Related Content
