Portfolio projections slide

Last updated 15 November, 2024

Available to all users with access to the Ready Review deck

Requires Xplan access to WealthSolver

Note: If you don’t have access to WealthSolver, 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.

This slide displays various projections comparing the client’s current situation with your proposal in your chosen WealthSolver scenario.

Note: This is the only slide that you can’t use with IPS, as it doesn’t have the projections data included with a WealthSolver scenario.

Subslides

None by default, but a subslide will be created on the fly if you add notes to the slide.

There are also different tabs and filters as described below.

Interactivity

The dropdown at the top filters the view to show the investment recommendations for whichever entity is chosen, or All.
By default you see the Wealth projection shown in the screenshot above. Clicking the Accumulated fees projection tab shows its current vs proposal chart:
Clicking the Fees comparison tab shows current vs proposed fees:
Clicking the Pension income tab shows its current vs proposal chart.
Selecting 10 years or 20 years displays the respective projection timeframes on whichever chart you’re viewing:

Data

The data for this slide comes from whichever of the client’s Xplan WealthSolver scenarios you chose when you made the preso.

Filtering

Only WealthSolver proposals marked as Acquire are retrieved for the chosen scenario.

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
`Wealth projection` chart	WealthSolver > Scenario > Projection Analysis > Wealth Projection	`wealthsolver_proposals:` `projections:wealth:` `year`, `existing_value`, `proposed_value`	The projected values for the existing and proposed scenarios for each date.
`Accumulated fees projection` chart	WealthSolver > Scenario > Projection Analysis > Accumulated Fees Projection	`wealthsolver_proposals:` `projections:accumulated_fees:` `year`, `existing_value`, `proposed_value`	The projected values for the existing and proposed scenarios for each date.
`Fees comparison` chart	WealthSolver > Scenario > Projection Analysis > Fees Comparison	`wealthsolver_proposals:` `projections:fees_comparison:` `year`, `existing_value`, `proposed_value`	The projected values for the existing and proposed scenarios for each date.
`Pension income` chart	WealthSolver > Scenario > Projection Analysis > Pension Income	`wealthsolver_proposals:` `projections:pension:projection:` `year`, `existing_value`, `proposed_value`	The projected values for the existing and proposed scenarios for each date.

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 is the first 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 tab 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 (“Portfolio projections” by default).
You can edit the slide’s introductory text.
You can edit the slide’s tab labels.
You can set the default filtering for the chart by using the entity dropdown.

Notes on PDF version

For the PDF version, there is one page for each of the 4 tabs.

LivePreso Advice Customer Support