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Iress Team

4 months ago

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...

Iress Team

Hi dela.dzadey

For private SMA's, users can contact our FundData team. FundData can create a shell for the options with fee and AA if a PDS is provided. Users can then use the option in WealthSolver scenario by adding the option via Add Investment or manually add the option to the plan.

If the site's data source is Funddata, the fee and AA will flow through. However, if the site's data source is IPS, users will need to maintain the fee and AA themselves in Portfolio > Maintenance > Products.