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Our blogs bring together news, opinion and perspectives from our staff and guest bloggers. We aim to highlight the best ideas in advice technology and of course everything XPLAN. We will report on fintech news and offer insights into the day-to-day work and challenges faced by advisers and licensees today. Happy reading!

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TECH TIP – Adding icons to your XPLAN client search

03 April 2018 by PlanFocus Team

  Icons, emoji and symbols have taken over the communications world, from our social media reactions, to text messages to websites! Their simple imagery is a great way to convey a whole concept or message in a single character. A picture speaks 100 words! As applications and websites move to focus on the look and […]

How to format dates in your XPLAN templates with XMERGE

20 March 2018 by PlanFocus Team

The Xmerge coding library provides useful functions to manipulate dates. We use it a lot when working with our clients, and we’d like to share some useful operations that might be useful to you as well. In this article, you will understand how date formatting in XMerge works and learn how to choose between different […]

XPLAN Tips of the Month – March 2018

11 March 2018 by PlanFocus Team

  Like many people, you may use XPLAN every day and feel that it has no more to offer, but just need some simple tricks and tips that could save you a lot of time and make your XPLAN experience more enjoyable? “XPLAN Tips of the Month” uncovers a series of small and sometimes not-so-easy-to-discover […]

The journey to better goals based advice

10 March 2018 by PlanFocus Team

Last week we announced our partnership with AGBA (the Association for Goals Based Advice) and we are very excited to be part of the movement that delivers better goals based solutions for advice practices. Today, our guest blogger is Rebecca Jacques who is General Manager of AGBA. Below she writes about the objectives of the […]

XPLAN Tips of the Month – February 2018

21 February 2018 by PlanFocus Team

  Like many people, you may use XPLAN every day and feel that it has no more to offer, but just need some simple tricks and tips that could save you a lot of time and make your XPLAN experience more enjoyable? “XPLAN Tips of the Month” uncovers a series of small and sometimes not-so-easy-to-discover […]

XPLAN Tips of the Month – January 2018

14 January 2018 by PlanFocus Team

  Like many people, you may use XPLAN every day and feel that it has no more to offer, but just need some simple tricks and tips that could save you a lot of time and make your XPLAN experience more enjoyable? “XPLAN Tips of the Month” uncovers a series of small and sometimes not-so-easy-to-discover […]

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