Forum Discussion

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...

Curious Observer

Within WealthSovlver, the internal SMA transaction costs don't show up (eg. SMA has 10 underlying ETFs and the platform charges 0.11% transactions costs to buy the holdings). Is there a way to see the costs and have them flow into the SOA?

marc.fraser-jones

Iress Team

4 months ago

Hi LukeH, presently WealthSolver only does research on the top level SMA and at the platform level. As such, the cost for underlying ETFs is not available. Unfortunately this means the cost for underlying ETFs won't be available in the syntax.