Iress TeamHi Marc,
When a firm has their SMAs on multiple platforms and likes the 'look-through' option in IPS display so clients can see the underlying assets in their portfolio holdings, what is the most efficient way to run a report across all FUA that shows SMA penetration across platforms from the Xplan IPS data?
E.g. How much do we have in total in SMA1 vs SMA2 vs SMA3 across all platforms (Panorama, Macquarie, IOOF, CFS etc). Even better if we can see this at whole group/firm level plus have the ability to filter down to individual Adviser level as well.
Iress TeamHi melita.daff
Management reporting / business intelligence around SMA's is something we're currently considering. If you're interested I'd like to reach out to you directly to organise a research session to better understand your needs in this area.
Thank you marc.fraser-jones
