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marc.fraser-jones's avatar
3 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, paraplanners and licensees streamline their portfolio construction in Xplan, I’m here to help.

Start popping in your questions below and Ask Me Anything!

❗️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