Xplan is capable of building highly sophisticated client documents. Xmerge – which is Xplan terminology for syntax (code) – allows you to personalise your communications and documents in line with your brand and services. But the challenge facing many firms is that they don’t have the time or in-house expertise to master Xmerge, which can lead to inefficiencies and poor client experience.

Evotra has a team that focuses on Xmerge and in this guide we explain more about Xmerge and explain how we can help you get the documents you need.

Learn about:

• Xmerge’s capabilities
• Overcoming challenges with existing documents
• Evotra’s process – from discussion and investigation to building, testing and delivering your documents