Where to store your risk profile information revisited...and the coding to merge it all out into your Templates
A visual and engaging tool in XPLAN to build out your clients family tree, plus the xplan syntax to merge it into templates.
A little about the XPLAN MindMap feature and xmerge coding to extract it into your merge templates
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.
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.
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 :)
'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.
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.