Investment recommendations 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.

Any investment rebalancing or recommendations are shown here from IPS or your chosen WealthSolver scenario. The slide also includes a simple but powerful interactive element. During your meeting, if your client agrees to the recommendations, you can click the Implement Changes button which will automatically add an action to the Next steps slide at the end of the preso.

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 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.
Clicking the Implement Changes button adds an action to the Next steps slide at the end of the preso to confirm that the action has been agreed.
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.

Only line items with a change in value are displayed.

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

Holding

WealthSolver > Scenario > Proposal > Name

or

Portfolio > Model > Recommend > Security name

wealthsolver_proposals:
security_description

The name of each holding/security.
Example: iShares Global 100 Etf

Current value

WealthSolver > Scenario > Proposal > Current $

or

Portfolio > Model > Recommend > Current Value

wealthsolver_proposals:
current_value

The current value of each holding/security.
Example: $12,485.00

Proposed value

WealthSolver > Scenario > Proposal > Proposed $

or

Portfolio > Model > Recommend > Proposed Value

wealthsolver_proposals:
proposed_value

The proposed value of each holding/security.
Example: $14,485.00

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 grey-blue strip is one of 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, introductory text and table headings 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 Recommendations” by default).
You can edit the slide’s introductory text.
You can set the default filtering for the chart by using the entity dropdown.
You can edit the slide’s table headings (“Holding”, “Current Value”, “Adjustment to Value” and “Proposed Value” by default).

Notes on PDF version

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

LivePreso Advice Customer Support