AMA: I'm Rob Borthwick, Head of Product - Datafeeds at Iress, Ask Me Anything!
Do you have a burning question about Datafeeds in Xplan? Join me here on Thursday 12th September from 2pm to 2:30pm. With over 25 years of experience developing financial planning software and, in particular, datafeeds, I’m here to help. Start popping in your questions below and Ask Me Anything! 💬 This AMA is text-based, so I’ll answer your pre-submitted questions in the scheduled time. 📆 Click here to save the date in your calendar. 🔔 Don’t forget to hit the bell in the top right corner to be notified.View, model and transact SMAs through Xplan
We heard your feedback about wanting more visibility in the way underlying investments are displayed within an SMA. So, we’ve updated our screens, view options, modelling and recommendations approach to reflect holdings better. Take a look and comment to let us know what you think. Want the full update? You can download the Product Roadmap, or for a deeper dive, watch the webinar recording here.AMA: I'm Brent Muller, Xplan Risk Researcher expert and product manager at Iress, Ask Me Anything!
Do you have a burning question about Risk Researcher in Xplan?Join me here on Tuesday 27th August from 2pm to 2:30pm. With years of experience helping advice professionals streamline risk advice 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 thediscussion forums and make sure you tag me at BrentMuller
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, 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 thediscussion forums and make sure you tag me at marc.fraser-jones
Standard reporting for Advice firms - Xport settings etc
Hi, Can someone share standard xport reports? i.e. we want SMSF list with the ages of members i.e specific 67 years and above. When I filter the excel output if I filter on age it removes the SMSF name. We want to save this report and run it on an adhoc basis and I don't want to have to filter each time. What is the best way to do this and can you share screenshots? There would be a number of standard reports firms use that would save us time rather than creating this ourselves separately each time. Thank you
