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marc.fraser-jones
Iress Team
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Which platforms currently have the SMA at an account level in XPLAN functionality? Should it automatically be feed through or does the Advice Practice need to set the datafeed up a certain way for it to come through? Is there training on XPLAN around this new feature?
Which Platforms will have this functionality in XPLAN in the near future? Is Praemium still not on the list? If not, why not?
marc.fraser-jonesIress Team
Iress TeamHi charlene, there should be no need to set the datafeed up in a certain way, as long as the data is provided by the platform/vendor to IressNet, with the SMA details, it should flow through into the site without any user intervention. You may need to enable the SMA fields via the column chooser in the new Beta screens, once enabled you can use the new fields to group the results on the screen.
The currently support platforms are:
AMP North
Macquarie Wrap
Macquarie Vision
Netwealth
BT Panorama
HUB24
Fiducian
IOOF Group
CFS Custom Solutions
CFS Edge
CFS First Choice (Note: In conjunction with CFS we have built vendor specific SMA handling for the CFS First Choice feed, holdings will be unrolled and displayed in underlying constituents while the rest of the SMAs are displayed in rolled-up level.)
Unfortunately at this point Praemium is not supported, they are currently using a file format that does not allow for the identification of SMA's
Who could we contact to provide Praemium with the file format that is needed or an example or what other platforms are using to allow this data to feed through and sort by SMA?
- marc.fraser-jones
Iress is already in discussions with Praemium to enhance the datafeed to support. Our product manager for IressNet is managing this with Praemium.
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