Tutorials

Xplan Xmerge Code – additional currency arguments

Xplan Quick Xplain Additional currency arguments

Xplan Xmerge coding – table_it() function

Xplan Quick Xplain To table_it() or not to table_it() that is the article

Xplan Xmerge Code – Lists reference guide

Lists are one of the most versatile and powerful data types you can come across in Xplan. Harnessing them to your advantage when coding can not only make things much easier, readable but help to great cut down your code.

Xplan Xmerge coding Existing Insurance

Risk Protection is a cornerstone of wealth management and being able to xmerge everything related to them is key for efficient advice documents, fact finds, renewal notices and policy schedules. This page is the bible of existing insurance xmerge coding.

Xplan Xmerge Code and Storing risk profile descriptions

A look at how to store your Risk Profile information in XPLAN and xmerging it in your templates without having to resort to hard coding.

Xplan Xmerge Coding – Join()

.join() is an advanced string function that creates and returns a string result from any iterable item, the results are joined together by separators defined at the start of the function.