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...

Iress Team

Hi 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.