Asset allocation slide

Last updated 15 November, 2024

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 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.

Filtering

We don’t filter the data retrieved from Xplan for this slide but you can filter by entity.

Datapoints, mapping and usage

LivePreso datapoints	Where is it in Xplan?	API field names	Usage notes

LivePreso datapoints	Where is it in Xplan?	API field names	Usage notes
`Asset category`	Portfolio > Model > Asset Allocation > `Category` or WealthSolver > Proposal > Plan > `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 > Proposal > Plan > `Title`	`portfolio_positions:` `asset_class_allocation:` `title`	The name of the asset type. Example: International Equity
`Value`	Portfolio > Model > Asset Allocation > `Current Value` or WealthSolver > Proposal > Plan > `Existing value`	`portfolio_positions:` `asset_class_allocation:` `value`	The value of the asset type. Example: $24,409.75
`Weight`	Portfolio > Model > Asset Allocation > `Current Weight` or WealthSolver > Proposal > Plan > `Existing weight`	`portfolio_positions:` `asset_class_allocation:` `weight`	The percentage weighting of the asset type. Example: 31.89%

Personalisation options

Your practice admin can set your brand colour in HQ. In the screenshot example above, the light blue used in the header is the brand colour.
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.
Your practice admin can set your practice’s default table headings and labels 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 (“Asset allocation” by default).
You can set the default filtering for the chart/table by using the entity dropdown.
You can choose whether to show the chart, table or both by default.
You can edit the slide’s table headings (“Asset Allocation”, “Value” and “Weight” by default) and labels (“Grand Total”, “Domestic Total” and “International Total” by default).

Notes on PDF version

The PDF version of this slide will show both the pie chart and the table. The pie chart will have all segments exploded to show the asset class allocations:

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