After you’ve updated your templates to this approach, you’ll have one central place in the system to update, which flows through everywhere and is easy for your xplan administrator or xplan helpers, to update as needed.
You can rename the custom tabs by clicking the drop down arrow when editing the descriptions.
If you aren’t already, look to introduce and start using the Attitude to Risk elements in your user interface. These are not only far more informative but reflect the Risk Profile History and lots of other good information – some practices tend to show both the old investment table (mix/target/max/update) and the new attitude to risk as two separate pages.
Matthew is an experienced and innovative Xplan consultant and developer, having worked on and developed some of the largest advice projects in the industry. Passionate about building great experiences in xplan that enable businesses and clients to get the most out of this powerful software.
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.
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.