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Note: If a user (typically an adviser) doesn’t have access to a required Xplan module, but someone else in their practice does (like a paraplanner), the user with the access can create the preso, then hand it over to the other user to present or share with their client.
Also see: Understanding what Xplan data is required for each slide
Xplan site assumptions
Risk profiles
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Action: Ensure all risk profiles and descriptions are set up correctly in your Xplan sites’s assumption set |
The Risk Profile slide displays each client’s and partner’s risk profile:
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