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Recent Posts

🤓 Xplan Hint: Datafeed Platform Summaries
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…
🤓 Xplan Hint: Datafeed provider balances
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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