XPLAN WealthSolver tip
Access wealthsolver xmerge syntax and examples
June 13, 2016 | matthew-townsend
Like many things Xplan, answers and help are there you just need to know where to look…first…
Several versions back now, the WealthSolver developers added their own solution into the system for helping with Xmerge syntax.
It’s a pretty cool and really handy feature, where within XPLAN, the user can access syntax and documentation, see examples, even test syntax! Capped off by being able to download templates of all the standard outputs for WealthSolver.
So answers and powerful stuff, right at your finger tips.
Unfortunately it’s been poorly advertised and it’s squirreled away in a place where users using the tool rarely look – and those building templates with WealthSolver would probably never look there.
Where is this handy feature?
Within a WealthSolver scenario only.
On the left hand menu – below the standard WealthSolver pages – you have access to some powerful research abilities and tools you can access from within a scenario.
It’s worth taking the time to familiarise yourself with the Research area, still to this day not as many users take advantage of this area as they could. Paraplanners in particular really benefit from all the research and quantitative data in these sections of WealthSolver and Risk Researcher.
But I digress…
Within a WealthSolver scenario > Tools > ‘Merge Syntax’
Once you click that you will have access to the plethora of syntax and explanations below: