Did you know that the new Xmerge Preview functionality allows you to do just that?
This one is for all the paraplanners and advisers who have ever said - “I just want to know where it’s going to end up in the document”, while they’re ticking boxes and adding content within an Xplan wizard. I’m a big believer that all content should be entered into the Xplan wizard and not added post-merge - for lots of reasons, like compliance audit trails and making it super easy to redo a recommendation if you had to - but I know not everyone does it that way. Now, with Xmerge preview, there’s one less excuse!
But perhaps more importantly, Xmerge preview enables you to stop downloading sensitive client information locally. i.e., to your computer or your server.
It’s fair to say that everyone is acutely aware of cyber attacks and the risks of exposing sensitive information, but have you really thought about the risks of holding sensitive data locally?
- Physical Theft/Loss of a laptop
- Malware & Info-Stealers
- Ransomware
- Lack of Encryption
- Supply Chain Attacks
- Browser Extension Exploitation
- Reputational Damage
…the list goes on
Xmerge preview negates the need to download the document at all. Simply preview the document at the end of the wizard, hit the merge button to run the document, then have it save automatically as a file note that has a template setting to share in Client Portal and notify your client that they can securely log in on their end to view it!
If you missed update this then it’s likely you haven’t gotten around to subscribing to the release notes in Xplan yet. Do that first - subscribe! Then check out the preview function in your site from Version Xplan 25.7.445.
