This is a WealthSolver only feature so far. If you find this feature helpful pass that feedback onto your Account Executive (AE) or the support desk.
But we have the Template Library…
You still need the library in general.
However, this is built into the system and maintained, added to and updated by the WealthSolver Devs. The Template Library isn’t always the most up to date, this is though.
More importantly, there’s the ability to download, edit and test your xmerge from within the module, in real time.
I can’t access this from my custom wizard?
Whilst it’s become increasingly popular to add planning tools to custom wizards – to create a flow or process and centralise user actions – this wizard is only accessible from within the native WealthSolver wizard.
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.
Xplan of today is interconnected with its data, the general idea being that a user should only enter client data once and that same data then flows to all the advice tools and modelling. To do this though means using standard areas and locations to draw the data from. The result is that today's solutions need to be double checked before falling back on custom fields and groups in order to maximise this linking and reduce double entry for users wherever possible.