AMA: I'm Marc Fraser-Jones, Xplan Portfolio expert and product manager at Iress, Ask Me Anything!

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.