Forum Discussion
marc.fraser-jones
4 months agoIress Team
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...
DeanColinHolmes
4 months agoSocial Sightseer
Hey Marc, keen to learn more about CFS Edge and how XPLAN works together in the portfolio work.
Cheers, Dean
- marc.fraser-jones4 months agoIress Team
Hi DeanColinHolmesCFS Edge investment options are available in WealthSolver, for clients that have existing CFS Edge SMA's via IressNet datafeed, they should already be visible in the client accounts via the new beta screens. You may need to enable the new fields via the column chooser, once enabled you can use the new fields to group the results on the screen.