XMERGE XPLAN CODING
XMerge the MindMap
January 24, 2019 | matthew-townsend
The MindMap in XPLAN provides a graphical overview of a client, an essentially visual tool similar to the XPLAN Family Tree.
Advisers typically use it to show the client a graphical overview of their overall position and it makes reviewing broad details very easy. Alternatively some advisers will also use it as a quick data entry tool.
Merging the MindMap
The MindMap can of course be merged out into your templates.
Before trying to merge the mindmap though, make sure you have saved a snapshot in xplan. The “Save MindMap” button is in the upper right portion of your MindMap page in XPLAN.
Standard MindMap xmerge
Specifying the output image size: