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Problem

You choose a WealthSolver scenario when creating a preso but the data from that scenario isn’t appearing on the slides.

Solution

The most likely explanation is that the proposal in your WealthSolver scenario is not marked as Acquire.

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1. Log into Xplan

2. Select your client

3. Go to WealthSolver > WealthSolver

4. Choose your scenario

5. In the Proposals section, open the dropdown on the right-hand side and choose an Acquire option:
   

   

   Note: Your Xplan screen may look different to this example if your site has been customised.
   

6. Make a new preso for your client and your WealthSolver proposal data should come through.
   

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