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....
October 7, 2018 by PlanFocus Team
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....
September 10, 2018 by PlanFocus Team
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....
August 15, 2018 by PlanFocus Team
“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.....
April 15, 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....
April 3, 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....
March 11, 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....
February 21, 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....
January 14, 2018 by PlanFocus Team
So much client information at your fingertips, so little screen space to display it! Data is at its most useful when it is presented in a fashion that....
December 5, 2017 by PlanFocus Team
Email is a fundamental communication tool utilised everywhere with many client interactions performed this way. It is important, therefore, to keep a consistent and professional presence – starting with....
December 4, 2017 by PlanFocus Team