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Last updated 4 December, 2023

Available to all users with access to the Ready Review deck

Requires Xplan access to either IPS or WealthSolver

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.

The initial view of this slide is the same as the asset allocation slide, but the Compare tab on this one lets you make comparisons between your clients' current, proposed and target situations. As usual, you can also choose between tabular and chart views.

Subslides

None, but the Compare tab provides a completely separate view—described below.

Interactivity

  1. The dropdown at the top filters the view to show the asset allocation for whichever entity is chosen, or All.

  2. The checkboxes at top-right let you choose whether to show the pie chart, the table or both side by side (as above):

  3. 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.

  4. Clicking the asset category headings in the table expands to list the asset class breakdowns. Clicking them again collapses them.

  5. Clicking the Compare tab switches to the comparison view:

  6. By default the comparison is current vs target. However, clicking the dropdowns in the column headings lets you change the comparison to any version of current, target and the proposed asset allocation from your chosen WealthSolver scenario or IPS. This example shows current vs proposed:

  7. Selecting the Column chart option at the top-right switches the comparison to a more visual, chart view, initially at the asset category level:

  8. Clicking View detail on the Growth side breaks out the growth asset classes:

  9. Clicking Defensive switches to its asset class breakdown:

  10. Clicking Back to summary switches back to the asset category view.


Data

The data for this slide comes from Xplan’s IPS or a WealthSolver scenario—whichever you chose when you made the preso.

Filtering

Only WealthSolver proposals marked as Acquire are retrieved for the chosen scenario.

Datapoints, mapping and usage

LivePreso datapoints

Where is it in Xplan?

API field names

Usage notes

Asset category

Portfolio > Model > Asset Allocation > Category

or

WealthSolver > Scenario > Proposal > Category

portfolio_positions:
asset_class_allocation:
category

The category of the asset types, used for the rolled up pie chart segments and the expandable table sections.
Example: Growth

Asset class

Portfolio > Model > Asset Allocation > Asset Class

or

WealthSolver > Scenario > Proposal > Title

portfolio_positions:
asset_class_allocation:
title

The name of the asset type.
Example: International Equity

Current value

Portfolio > Model > Asset Allocation > Current Value

or

WealthSolver > Scenario > Proposal > Existing value

portfolio_positions:
asset_class_allocation:
value

The current value of the asset type.
Example: $24,409.75

Current weight

Portfolio > Model > Asset Allocation > Current Weight

or

WealthSolver > Scenario > Proposal > Existing weight

portfolio_positions:
asset_class_allocation:
weight

The current percentage weighting of the asset type.
Example: 31.89%

Target value

Portfolio > Model > Asset Allocation > Profile Value

or

WealthSolver > Scenario > Proposal > Risk profile value

portfolio_positions:
asset_class_allocation:
target_value

The target value of the asset type.
Example: $24,409.75

Target weight

Portfolio > Model > Asset Allocation > Profile Weight

or

WealthSolver > Scenario > Proposal > Risk profile weight

portfolio_positions:
asset_class_allocation:
target_weight

The target percentage weighting of the asset type.
Example: 31.89%

Proposed value

Portfolio > Model > Asset Allocation > Proposed Value

or

WealthSolver > Scenario > Proposal > Proposed value

portfolio_positions_proposed:
asset_class_allocation:
target_value

The current value of the asset type.
Example: $24,409.75

Proposed weight

Portfolio > Model > Asset Allocation > Proposed Weight

or

WealthSolver > Scenario > Proposal > Proposed weight

portfolio_positions_proposed:
asset_class_allocation:
target_weight

The current percentage weighting of the asset type.
Example: 31.89%

Personalisation options

  1. Your practice admin can set your brand colour in HQ. In the screenshot examples above, the light blue used in the header, tabs and buttons is the brand colour.

  2. Your practice admin can set your practice’s colour palette in PresoManager. In the screenshot example above, the pink, dark blue and grey-blue chart colours are the colours in the chosen palette. The palette is also used throughout the deck for charts, entities and asset classes.

Prep mode editability

When you open this slide in prep mode you will have the following editing options for your preso:

  1. You can set the default filtering for the chart/table by using the entity dropdown.

  2. You can choose whether to show the current or compare tab by default.

  3. On the current tab, you can choose whether to show the chart, table or both by default.

  4. On the compare tab, you can choose whether to show the chart or table view by default.

    1. If you choose the chart view, you can choose whether to start with the category (summary) view, or one of the detailed asset class views.

Notes on PDF version

The PDF version of this slide will make 3 pages:

  1. The current view, which will show both the pie chart and the table. The pie chart will have all segments exploded to show the asset class allocations:

  2. The expanded comparison table:

  3. The chart category (summary) view:

Technical Xplan info

API endpoint for the asset data:
/portfolio/blah/blah

or

/supersolver/blah/blah

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