Iress product manager Marc Fraser-Jones recently jumped onto Advisely to answer all your burning questions on Separately Managed Accounts (SMAs) capabilities in Xplan. Here are four of the most interesting conversations that came out of his AMA: Q: Is it difficult to set up an SMA in IPS and WealthSolver? Also, what do…
A new update to Xplan’s WealthSolver tool, available from July 1st, attaches coloured flags to any superannuation fund that has failed APRA's annual legislated performance test. The new flag feature saves advisers time spent researching how various super funds have fared in the testing process. Full visibility over…
In addition to having the client’s details all up to date in Xplan, there are lots of other settings and information that can help to build efficiency into the process. Following are some tips for ensuring your Xplan is set up to suit your practice’s preferences. Note: All Statement of Advice templates may be coded…
It looks like you're new here. Sign in or register to get started.