Content Comparison

Account

WealthSolver > Scenario > Proposal > Plan > Fee Comparison > Account

or

Portfolio > Model > Recommend > Account

wealthsolver_proposals:
actions:plans:display_name

The name of the account.
Example: HUB24 Super (Choice)

Fee name

WealthSolver > Scenario > Proposal > Plan > Fee Comparison > Ongoing costs

or

Portfolio > Model > Recommend > Ongoing costs

wealthsolver_proposals:
actions:plans:fees:name

The name/type of fee.
Example: Gross Ongoing Costs

Amount (%)

WealthSolver > Scenario > Proposal > Plan > Fee Comparison > Amount %

or

Portfolio > Model > Recommend > Amount %

wealthsolver_proposals:
actions:plans:fees:percent

The fee percentage (if relevant).
Example: 0.39%

Amount ($)

WealthSolver > Scenario > Proposal > Plan > Fee Comparison > Amount $

or

Portfolio > Model > Recommend > Amount $

wealthsolver_proposals:
actions:plans:fees:amount

The fee dollar amount.
Example: $1,180.66