Composer – SoA / RoA wizard
Composer by PlanFocus is an institutional grade advice framework for XPLAN users. It delivers comprehensive SoA, RoA, risk only advice and is multi-entity compatible. Does your current advice wizard....
Blog
Bridging the data gap in your advice business
Many advice practices talk to us with concern around accepting revenue from clients they have little to no information about. If you are a practice manager with a recently....
Confessions of an XMERGE programmer
In the world of XPLAN, template code is written predominantly in XMERGE, a variant of Python. During the early part of my years as an XMERGE programmer, I’d wade....
20 tips for a great XPLAN migration experience
If you have been in the advice profession for 7 years or more, you have probably experienced one or more migrations (conversions) of your client data. Client information is....
Calling all XPLAN Freelancers
Planfocus is growing and is looking for experienced XPLAN freelancers. If you are an experienced XPLAN coder or customisation expert and are looking for freelance XPLAN work contact us....
Is Data Quality affecting your business?
“Nobody cares about data quality”, “it’s in the queue”, “can’t justify the costs”, “no need, we have business rules”… are just some of the reasons companies ignore data quality.....
PF talks with Rebecca Jacques, General Manager of AGBA
In this update we chat with Rebecca Jacques who is the General Manager of the Association for Goals Based Advice. AGBA is the peak industry network for practitioners and....
TECH TIP – Adding icons to your XPLAN client search
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....
How to format dates in your XPLAN templates with XMERGE
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....
XPLAN Tips of the Month – March 2018
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....
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