Last updated 2 December, 2023
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Requires Xplan access to either Note: If you don’t have access to either Xplan module, but someone else in your practice does (like a paraplanner), they can create the preso with their access, then hand it over to you to present or share with your client. |
On the asset allocation slide, you—and your clients—have a lot of choice as to what you want to see and how you want to view it. You can go super visual with a big chart only, focus on the line items in table format, or opt for both.
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LivePreso datapoints | Xplan field labels | API field names | Usage notes |
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| Position > | to be added | The category of the asset types, used for the rolled up pie chart segments and the expandable table sections |
| Position > | to be added | The name of the asset type |
| Position > | to be added | The value of the asset type |
| Position > | to be added | The percentage weighting of the asset type |
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