Risk profile slide

Last updated 15 November, 2024

Open

This slide displays your clients' risk profiles and their related asset allocations as a comparison point for the subsequent slides. The names of the risk profiles and their descriptions come from your Xplan site’s assumption set (that is, the standards for your site).

Subslides

Selecting the primary client’s partner in the dropdown at the top navigates to a subslide showing their risk profile, and using the dropdown to select the client again navigates back up to the parent slide.

Open

A subslide will also be created on the fly if you add notes to the slide.

Interactivity

1. The dropdown at the top navigates to show the risk profile for whichever entity is chosen.

2. You can click on any of the risk profiles to view their details.

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. You can create actions and notes before, after and even during your meetings:

   
   
   

Data

The data for this slide comes from the Fact Find in Xplan’s Client Focus.

Filtering

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

Datapoints, mapping and usage

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 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.

3. Your practice admin can set your practice’s default table headings in PresoManager.

Prep mode editability

1. You can edit the title of the slide (“Risk profile” by default).

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

3. You can edit the slide’s table headings (“Agreed asset allocation” and “Target” by default).

4. You can remove any risk profile you don’t want included by clicking the little red icon next to its name:
   
   

    

5. You can reinstate any risk profile you turned off by clicking the little green icon next to its title.

Notes on PDF version

The PDF version of this slide will show one page for the client and another for their partner. On both, the pie chart will have all segments exploded to show the asset class allocations and the table will be fully expanded: