Last updated
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15 November,
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2024
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Available to all users with access to the |
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Requires Xplan access to Note: If you don’t have access to WealthSolver, 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. |
This slide displays various projections comparing the client’s current situation with your proposal in your chosen WealthSolver scenario.
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Note: This is the only slide that you can’t use with IPS, as it doesn’t have the projections data included with a WealthSolver scenario. |
Subslides
There are no subslides, but there are None by default, but a subslide will be created on the fly if you add notes to the slide.
There are also different tabs and filters as described below.
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The dropdown at the top filters the view to show the investment recommendations for whichever entity is chosen, or All.
By default you see the Wealth projection shown in the screenshot above. Clicking the Accumulated fees projection tab shows its current vs proposal chart:
Clicking the Fees comparison tab shows current vs proposed fees:
Clicking the Pension income tab shows its current vs proposal chart.
Selecting 10 years or 20 years displays the respective projection timeframes on whichever chart you’re viewing:
Data
The data for this slide comes from whichever of the client’s Xplan WealthSolver scenarios you chose when you made the preso.
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Your practice admin can set your brand colour in HQ. In the screenshot examples above, the light blue used in the slide header and table heading is the brand colour.
Your practice admin can set your practice’s colour palette in PresoManager. In the screenshot example above, the pink is the first of the colours in the chosen palette. The palette is also used throughout the deck for charts, entities and asset classes.
Your practice admin can set your practice’s default text for the slide’s heading and , introductory text and tab labels in PresoManager.
Prep mode editability
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You can edit the title of the slide (“Portfolio projections” by default).
You can edit the slide’s introductory text.
You can edit the slide’s tab labels.
You can set the default filtering for the chart by using the entity dropdown.
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For the PDF version, there is one page for each of the 4 tabs.