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
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.
Xplan Capability Reporting
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.
Xplan Coding (Xmerge) – Functions
Functions are going to let you take the next step in improving your coding and creating a solid design base that can be used throughout all your templates.