Forum Discussion
jessica.lamb
7 months agoAdvisely Partner
AMA: I’m Jessica Lamb, director of Practice Dynamix, Ask Me Anything!
With over 15 years of experience in the financial planning industry and experience working with over 350 advice practices around Australia, I help bring businesses into the future.
On Wednesday 24t...
deborah.kent
6 months agoAdvisely Index Top 10
jessica.lamb Question on how to search all clients in a particular platform say everyone in BT Panorama
- jessica.lamb6 months agoAdvisely Partner
Thanks for sending through your question deborah.kent
This would need to be actioned by someone with an IPS license, then select Advanced Search > New:
And under the Portfolio Tab, you can search for clients based on an External Vendor list:
This links back to datafeed data, and a great way to find clients with a specific provider.