Did you know that there is a critical best practice process for mapping insurance datafeeds to ensure everyone on your site has access to the insurance policy data that they need? While a simple one-to-one relationship between a policy owner and a life assured client maps easily, things get tricky with corporate owners.…
Did you know that with a bit of TLC, your datafeeds can become your competitive advantage rather than your nemesis? And it all begins with appointing a dedicated Datafeed Administrator. Most of us want datafeeds to be "set and forget" but they need regular attention to stay accurate. When each adviser tries to manage their…
Did you know the Datafeed Reconciliation Summary screen now allows you to select multiple rows and mark them as "do not report" all at once? If you manage datafeeds, you’ll know the tedium of clicking through individual positions and confirming each one is safe to set as "do not report. Previously, Xplan only let you mark…
Did you know the Iress Community has a dedicated "Platform Summary List from A to Z" that provides a deep dive into the health and specifics of every available datafeed? Why? While you can see the data in a client’s portfolio, or across the clients that you have access to, you don't always know what is happening behind the…
I am wondering if your garden looks like mine in this cold Melbourne July. Three months ago, it was spic and span; weeded and beautiful. It was a little early to plant the bulbs I’d dutifully purchased. And then the first few weeds showed up, and I thought, “I’ll get to you a little later.” Then I went away for a few…
Did you know you can now see if the balance in your clients’ portfolio accounts matches the balance sent to Iress by the datafeed provider right within the client portfolio screen? You no longer need to navigate to the datafeed reconciliation reporting screens - you can view the provider balances (as sent to IressNet)…
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