Navigating the complexities of critical illness
Critical Illness plays a vital role in providing financial security during life’s most challenging moments. However, despite its importance, CI insur...
Corporate fact find explained
Overview
The corporate fact find allows you to generate a fact find, including hard and soft facts, for corporate and partnership clients. It is only visi...
Overview
The trust fact find allows you to generate a fact find, including hard and soft facts, for trust clients. It is only visible in the client menu when accessing a trust client.
Where we be...
Background
SmartSearch is one of the UK’s leading suppliers of Electronic Identification and Verification (EID&V) services. This integration connects your Xplan site to an existing SmartS...
PlannerPal’s AI is now live in Xplan UK — but it’s not just an integration, it’s a transformation - see it for yourself.
Watch our on-demand webinar to see how this deep co...
Financial Review Report
Overview
This article is intended to be read in conjunction with the help notes within the Financial Review Report wizard. Where we believe areas of the wiz...
Overview
The purpose of this document is to help you create Managed Field Content for Letters of Authority (LOA) to be used in the Letter Generator.
The examples provided will allow you to create...
Overview
The new smart styled mortgage fact find v24.06 includes the following enhancements:
Wizard
Fact find Options Page
A warning message in red if enti...
Invoice Template
Overview
The Invoice template is used in conjunction with the invoicing functionality in Xplan and generates a templated document providing consistent output for use wit...
