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A new home for xmerge

October 26, 2019 |  matthew-townsend

Better, easier and a faster way to find xplan code

Sharing expertise, knowledge and experience with Xplan coding and configuration has been a key foundation of Create Something.  You only have to look at the multitude of blog entries – many of which were the first of their kind on these topics – through to projects like Kodee the xmerge chatbot, and you can see that giving back and sharing is something that’s not just talk for me.

It would probably surprise people to see the volume of xmerge snippets and coding that was compiled and organised into Kodee.  So earlier this year when Kodee went EOL, the question became what to do with all that categorised xmerge?  In looking at the data for how people were interacting with Kodee (myself included) the majority of interactions didn’t make use of any of the fancy NLP features Kodee had and instead people were straight up searching for things like “fsg code”.  Well you don’t need a high tech solution to solve for that…


Already there is a stack of syntax up there with plenty more still to be uploaded.

The site URL is not only a lot easier to remember but the site packs a powerful search system and has been categorised and organised to allow you to easily find and discover xmerge syntax.

Over time the xmerge articles from here will migrate to and Create Somethings posts will focus more on other aspects of Advice Technology such as: digital advice, design, API’s and some of the exciting things we are seeing help drive improvements in Financial Planning practices.

What will be on the Create Blog going forward?

There will still be some Xplan based articles, just not focusing on the Xmerge aspects.  There will also be more of a focus on our other areas of passion such as digital advice, design in advice tech and API’s.

What does Create do now?

The exact same things 🙂

The only difference is xmerge coding and xmerge blog posts will now be on a nice new site (that’s I’ve been told is a lot easier to remember the url for!) with a powerful search and categorisation of xmerge code.

About the author

Matthew Townsend on EmailMatthew Townsend on Linkedin
Matthew Townsend
Advice Technology Consultant | Digital Advice at Create Something
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.
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