Investment fees slide

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.

On this slide, investment fees are fetched and displayed from your chosen WealthSolver scenario or IPS.

Subslides

None

Interactivity

The dropdown at the top filters the view to show the investment recommendations for whichever entity is chosen, or All.
Clicking the entity or account headings in the table expands to list their respective details. Clicking them again collapses them.

Data

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

Filtering

No filtering is applied to the data.

Datapoints, mapping and usage

LivePreso datapoints	Where is it in Xplan?	API field names	Usage notes
`Account`	WealthSolver > Scenario > Proposal > Fee Comparison > `Account` or Portfolio > Model > Recommend > `Account`	`wealthsolver_proposals:` `actions:plans:display_name`	The name of the account. Example: HUB24 Super (Choice)
`Fee name`	WealthSolver > Scenario > Proposal > Fee Comparison > `Ongoing costs` or Portfolio > Model > Recommend > `Ongoing costs`	`wealthsolver_proposals:` `actions:plans:fees:name`	The name/type of fee. Example: Gross Ongoing Costs
`Amount (%)`	WealthSolver > Scenario > Proposal > Fee Comparison > `Amount %` or Portfolio > Model > Recommend > `Amount %`	`wealthsolver_proposals:` `actions:plans:fees:percent`	The fee percentage (if relevant). Example: 0.39%
`Amount ($)`	WealthSolver > Scenario > Proposal > Fee Comparison > `Amount $` or Portfolio > Model > Recommend > `Amount $`	`wealthsolver_proposals:` `actions:plans:fees:amount`	The fee dollar amount. Example: $1,180.66

Personalisation options

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 and dark blue strips are 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 in PresoManager.

Prep mode editability

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

You can edit the title of the slide (“Investment Fees” by default).
You can edit the slide’s introductory text.
You can set the default filtering for the chart by using the entity dropdown.

Notes on PDF version

The table area scrolls in the interactive slide to accommodate a long list of line items. For the PDF version, the line items are displayed over as many separate pages as are required.