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....
XPLAN Tech Tip
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....
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.....
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....
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....
XPLAN Tips of the Month – February 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....
XPLAN Tips of the Month – January 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....
TECH TIP – OPTIMISING CRUCIAL XPLAN SCREEN REAL ESTATE
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....
TECH TIP – CREATE YOUR XPLAN EMAIL SIGNATURE
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....
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