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Recent Posts

🤓 Xplan Hint: SMA’s where are you?
Following on from our improved Advanced Search function that allows you to search for a specific SMA holding, did you know you can now simply search for clients who do or do not have an SMA? We have enhanced the Client Advanced Search to introduce a new portfolio search type called Search for SMA Clients with options of…
🤓 Xplan Hint: Searching SMA instruments in Advanced Search
Did you know you can now use Advanced Search to find clients holding a specific SMA instrument? You asked, and we delivered! You can now perform a client search using Advanced Search’s Non Zero Holdings by Exchange/Code for SMA instrument. Advisers and paraplanners told us they wanted to easily be able to identify every…
🤓Xplan Hint: Demystifying Performance Calculations
Did you know you can now export calculation details? Ever looked at a client’s performance in Portfolios and wondered where the figures came from? In case you missed this (relatively) new feature, you can now export all the data that makes up the calculation at the press of a button. To do this, go to Portfolios >…

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