Asset allocation comparison 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.

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 by default, but a subslide will be created on the fly if you add notes to the slide.

While not a subslide, the Compare tab provides a completely separate view—described below.

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.
Clicking the Compare tab switches to the comparison view:
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:
Selecting the Column chart option at the top-right switches the comparison to a more visual, chart view, initially at the asset category level:
Clicking View detail on the Growth side breaks out the growth asset classes:
Clicking Defensive switches to its asset class breakdown:
Clicking Back to summary switches back to the asset category view.
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

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

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:` `value`	The proposed 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:` `weight`	The proposed percentage weighting of the asset type. Example: 31.89%

Personalisation options

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.
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 tab names, 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 comparison” by default).
You can set the default filtering for the chart/table by using the entity dropdown.
You can choose whether to show the current or compare tab by default.
On the current tab, you can choose whether to show the chart, table or both by default.
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.
You can edit the slide’s tab names (“Current” and “Compare” by default), 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 make 3 pages:

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:
The expanded comparison table:
The chart category (summary) view:

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