Good question! It generally works very well but being XPLAN :p there are things to be aware of – reading the help menu will fill you in but off the top of my head:
The Family Tree XE (XPLAN Element) can only be added to a wizard page.
It does integrate with XPLAN touch – which you can still use – but it has not been built into the new Client Portal just yet.
When you add a partner entity you will need to manually go back to the client record and properly link the partner
If you have customised the standard ‘marital_status’ field on your site, you may get an error message upon trying to load the Family Tree. This is expected and you may need to rejig your marital status field to include the standard XPLAN values – ask your Account Exec if you need to know the exact field values.
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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