Did you know you can "unbundle" SMA holdings within your WealthSolver scenarios to show the underlying investments instead of just a single line item?
Why?
Separately Managed Accounts (SMAs) are great for efficiency, but sometimes a client wants to see exactly what they own, or you need to demonstrate the granular asset allocation of the underlying stocks. Instead of just seeing "Balanced SMA" as a single row, unbundling lets you model and report on the actual shares and funds within that wrapper.
How?
This is a quick toggle in your settings.
- Navigate to Admin > System Settings > WealthSolver > General.
- Scroll down to the SMA section.
- Tick the box for Enable Unbundle SMA button in Scenario Modelling.
Once enabled, you’ll see a button within your WealthSolver scenario that allows you to break out those rolled-up holdings.
💡Pro Tip
When you unbundle an SMA, Xplan uses the underlying weightings from the fund data. If you’re trying to show a client why their portfolio is performing a certain way, unbundling is the easiest way to highlight specific stock exposure without having to manually type out a list of holdings in a file note.
Who else is using the unbundle feature to make their SOAs feel a bit more transparent for clients?
Enable Unbundle SMA button in Scenario Modelling
