These articles are designed to arm you with the knowledge needed to do more with Xplan and Xmerge and to get you thinking about ways to reduce your code or make your coding easier to build, read and support.
Even though we’ve only given you a basic example, once you start to look at all your letters right through to advice documents you are going to find so many more things you can build a common framework around. That framework is going to make coding all your stuff a lot easier, especially when you combine it with other approaches.
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.
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.