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marc.fraser-jones
Iress Team
Iress TeamAMA: 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?
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With years of experience helping advisers, paraplanners and licensees streamline their portfolio construction in Xplan, I’m here to help.
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❗️Update: This AMA has now ended but please continue to pop your questions in the discussion forums and make sure you tag me at marc.fraser-jones
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.
- marc.fraser-jones
melita.daff this is another area we have under consideration at the moment, it would be great if we could cover this in the research session as well
marc.fraser-jones . Absolutely, that would be appreciated.
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