View, model and transact SMAs through Xplan
We heard your feedback about wanting more visibility in the way underlying investments are displayed within an SMA. So, we’ve updated our screens, view options, modelling and recommendations approach to reflect holdings better. Take a look and comment to let us know what you think. Want the full update? You can download the Product Roadmap, or for a deeper dive, watch the webinar recording here.136Views0likes0Comments