Forum Discussion

rob.borthwick's avatar
rob.borthwick
Icon for Iress Team rankIress Team
3 months ago

AMA: I'm Rob Borthwick, Head of Product - Datafeeds at Iress, Ask Me Anything!

Do you have a burning question about Datafeeds in Xplan? Join me here on Thursday 12th September from 2pm to 2:30pm. With over 25 years of experience developing financial planning software and, in ...
advice production
xplan
rob.borthwick's avatar
rob.borthwick
Icon for Iress Team rankIress Team

Hi jaclyn.bazin4,

Great question

If the data provider informs Iress of the expiry date as part of the datafeed (the majority do if their datafeed has  an expiry), Xplan will provide a notification one month out from expiry via User Notifications.

Ensure that all Advisers have Notifications turned on for datafeeds. refer to Iress Community to find out how. 

https://community.iress.com/t5/Help-Guide-IressNet-and/Configuring-User-Notifications-for-Datafeeds/ta-p/41805

jaclyn.bazin4's avatar
jaclyn.bazin4
Exploring Newcomer
3 months ago

Thanks Rob, I may have to investigate another way as the notifications do go through, but it is very common for them to be overlooked and not actioned.

Thanks again!

Related Discussions

Recent Discussions