Last updated
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15 November, 2024
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Available to all users with access to the |
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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.
Subslides
None by default, but a subslide will be created on the fly if you add notes to the slide.
Interactivity
The dropdown at the top filters the view to show the asset allocation for whichever entity is chosen, or All.
The checkboxes at top-right let you choose whether to show the pie chart, the table or both side by side (as above):
Clicking on the pie chart segments explodes the asset category to show its asset class breakdowns. Clicking one of the sub-segments toggles back to the asset category segment view.
Clicking the asset category headings in the table expands to list the asset class breakdowns. Clicking them again collapses them.
You can create actions and notes before, after and even during your meetings:
Data
The data for this slide comes from Xplan’s IPS or a WealthSolver scenario—whichever you chose when you made the preso.
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