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Portfolio: Like-for-like (product replacement) slide

Portfolio: Like-for-like (product replacement) slide

Last updated 14 March, 2025

Available to all users with access to the Advice Docs 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.

 

LivePreso_Advice_LrZpZarCT0.png

This slide displays a like-for-like table comparing your client’s existing investment plan with your recommendation and an alternate plan.

 

Subslides

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

Interactivity

  1. The dropdown at the top filters the view to show the recommendations for whichever entity is chosen, or All.

  2. Clicking the entity headings in the table expands to list their respective details. Clicking them again collapses them.

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

    actions and notes buttons

  4. Clicking Filter data opens the filtering drawer:

    LivePreso_Advice_um7mZdOb2S.png

This gives you fine-grained control over exactly which columns, proposals and plans to include on the slide.

Note: While most of the interactivity across the content is also available to your clients in presos you share with them, the filter drawer is not. Make sure that all the data you want them to be able to see is turned on in the filter drawer before you share a preso with them.

 

Data

The data for this slide comes from your chosen Wealthsolver scenario.

Filtering

The columns automatically show the relevant data according to their proposal status as follows:

  • Existing plan — extracted from the Recommend and Acquire proposal(s)

  • Recommended plan — extracted from the Recommend and Acquire proposal(s)

  • Alternative plan — one column per Like for like proposal

 

Personalisation options

  1. 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.

  2. Your practice admin can set your practice’s colour palette in PresoManager. In the screenshot examples above, the pink and dark blue are 2 of the 3 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 text for the slide’s heading, footer/disclaimer and introductory text in PresoManager.

 

Prep mode editability

When you open this slide in prep mode you will have the following editing options for your preso:

  1. You can edit the title of the slide (“Portfolio: Like for like” by default).

  2. You can edit the slide’s introductory text.

  3. You can edit the column headings.

  4. You can remove rows from the table by clicking the red delete icons on the left-hand side of each row:

    brave_RLeWtKHnHC.png

  5. You can put removed rows back by clicking the green plus icons on the left-hand-side of each removed row:

    brave_usHuDjDJ8O.png

  6. You can remove entire columns, or tailor proposals and plans by clicking Filter data at the top of the slide to open the filter drawer

    LivePreso_Advice_um7mZdOb2S.png

Then turn on/off the proposals and columns as desired and click Apply.

 

Notes on PDF version

The PDF version of this slide will include as many pages as required to display all of the expanded views.