Risk Profile Assumption Text syntax
Where to store your risk profile information revisited...and the coding to merge it all out into your Templates
XPLAN Family Tree and coding
A visual and engaging tool in XPLAN to build out your clients family tree, plus the xplan syntax to merge it into templates.
XPLAN MindMap Coding
A little about the XPLAN MindMap feature and xmerge coding to extract it into your merge templates
Kodee by the data
Kodee our xplan xmerge chatbot recently launched! Let's take a moment to look at some of the broad data that has come out of the 1st week of go live.
Kodee: Xmerge chatbot goes live
Kodee is an experimental xplan xmerge chatbot designed to help users easily search and discover xmerge code. Kodee has just launched so click here to read more or come say hi to Kodee.
WealthSolver tip: Access inbuilt Xmerge Syntax
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.
Xplan Xmerge Coding – Functions: join() example
Another example of a key function that often gets used. Here we build up on our previous work with sentence syntax and join() function to see how it can deliver on less code, consistency and ease of readability.
Xplan Coding – Using the ‘text’ of a multifield
Using xmerge to extract the text attribute of a multi field so we can avoid static and lengthy hard-coding in templates and deliver clients the outputs they want :)
Xplan Xmerge Code – Functions: currency example
'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
Xplan Xmerge Code – Functions: getResponse 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.