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XPLAN Training Webinar: XPLAN Success Summit - Workflow (Case) Best Practice
In Client Focus
Jessica - XPLAN Expert
May 14, 2024
Copy of Presentation
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Video: Creating IPS Model Portfolios
In Portfolio
Jessica - XPLAN Expert
Nov 22, 2023
The existing “Target Sets” screen is now being replaced with a new, improved Target Sets screen. Portfolios >> Maintenance >> Models >> Target sets >> Target sets. This screen provides a better user experience along with new capabilities as listed below.     Target Set List screen:  The new search and view target sets capabilities means that you can  • View a new grid that provides better readability • Group data based on how you want to review them (e.g. by Administrator, Risk Profile or Provider). You can group data by any column.  • Filter target sets by any column • Save column configurations. Drag and drop columns and we will ensure they are saved when you return back to the screen • Export target sets to a CSV file   View Underlying Instruments of a Target Set:  Similar to the Target Set List screen, the new Underlying Instruments table means that you can  • View in a new grid the security information with benchmark, adjustment and target information • Filter the instruments by any column.  • Save column configuration. Drag and drop columns or apply sorting on a specific column and we will ensure they are saved when you return back to the screen. When editing a Target Set:  Whenever there is a change in benchmark or floating target set, the targets table will automatically be updated with • the securities,  • the benchmark weights when benchmark is selected,  • the adjustment weights when floating target set is selected and • the target weights.   Assign Target Set to Accounts/Account Groups:  You can now assign target set(s) to accounts/account groups with advanced target set options. You can configure e.g.   • Multiple target sets in different weights • Cash reserve in % or value • Target set overrides via instrument exclusion/substitutions/adjustments to accounts/account groups.    Manage Target Set Category:  The new search and view target set categories capabilities means that you can  View a new grid that provides better readability   Useful Information  For more information on the new Target Sets screen, please refer to the Target Sets - Overview and Key Features article in Iress Community.
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What's coming - Document Notes
In Client Focus
XPLAN Monthly Training: The Efficient Review Process
In Client Focus
Jessica - XPLAN Expert
Nov 08, 2023
Here is a copy of the Presentation.
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XPLAN Training: XPLAN CODING FUNDAMENTALS
In Coding
Jessica - XPLAN Expert
Feb 08, 2023
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XPLAN Training - Client Portal
In Integration
XPLAN Training - Client Portal
In Integration
XPLAN TRAINING VIDEO: Benchmarking
In Client Focus
Jessica - XPLAN Expert
Mar 23, 2022
Here is the code for Service Benchmarks
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Video: XPLAN Training - Threads and Cases
In Client Focus
User Guide: Unmonitored Assets in XPLAN
In Portfolio

Jessica - XPLAN Expert

Admin
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