Forum Discussion
marc.fraser-jones
4 months agoIress Team
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...
marc.fraser-jones
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.
melita.daff
4 months agoVisiting Enthusiast
Thank you marc.fraser-jones