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

Can we please have a filter added to Security Positions search so that we can choose whether to include investments held within SMA or exclude investments held within SMA when doing a bulk security positions search.  When a client holds the investment within the SMA the communication we send is quite different to when they hold the investment outside of the SMA and being able to search for clients who hold XYZ with blank sub_account (i.e. not in SMA) would be extremely useful.

At present we have to run a custom merge report from Security Positions to see the holdings with Sub-Account column then cross reference and tick on/off clients in the Security Positions search results to narrow the selected clients to just the ones who hold the investment outside of SMA before sending the comms. Highly inefficient and risk of human error which could be eliminated by having a filter at top of security positions to specify whether the position is held inside/outside of SMA.

If there's another way to do this i'd love to hear.