A quick tip to show you how to access a handy feature, where within XPLAN, the user can access syntax and documentation, see examples, even test syntax and download templates of all the standard outputs for WealthSolver.
"Any fool can write code that a computer can understand. Good programmers write code that humans can understand" even working with Xmerge this quote has meaning and something to always keep in mind
Another example of a key function that often gets used. In this example we build up on our previous work with sentence syntax and join and how it nicely wraps into a function to deliver on less code, consistency and ease of readability.
Let's take a look at how to easily get the 'text' attribute of a multi field so we can avoid static and lengthy hard-coding to help deliver the outputs clients want
Xplan of today is interconnected with its data, the general idea being that a user should only enter client data once and that same data then flows to all the advice tools and modelling. To do this though means using standard areas and locations to draw the data from. The result is that today's solutions need to be double checked before falling back on custom fields and groups in order to maximise this linking and reduce double entry for users wherever possible.
A look at what to expect from Create in 2016 and also a heads up about an exciting new IRESS community available
A bit of light hearted xplan fun to close the year out. Have a great holiday season and see you all in 2016 for an even bigger year.
'Great things are done by a series of small things brought together' Vincent Van Gogh. Building on our look at 'Functions', we go through another simple example
'Great things are done by a series of small things brought together' Vincent Van Gogh. Building on our previous look at 'Functions', we have another small example of how these work and the cumulatively powerful benefits they can provide.
We don't know when 'Xplan Administrator Appreciation Day' is, maybe its already been this year? Maybe its coming up? In either case, to cover our bases (because surely such a day exists) we started braining storming ideas for things we could do to add some efficiency and ease into the role of the Xplan Administator.