Problem
You choose a WealthSolver scenario when creating a preso but the data from that scenario isn’t appearing on the slides.
Solution
The most likely explanation is that the proposal in your WealthSolver scenario is not marked as Acquire.
To prevent rejected or draft proposals coming through to your documents, we filter for proposals marked as Acquire (or Recommend and Acquire, etc).
To stop your proposal from being filtered out:
Log into Xplan
Select your client
Go to WealthSolver > WealthSolver
Choose your scenario
In the Proposals section, open the dropdown on the right-hand side and choose an
Acquireoption:
Note: Your Xplan screen may look different to this example if your site has been customised.
Make a new preso for your client and your WealthSolver proposal data should come through.
Related articles
Asset allocation comparison slide
Estimated capital gains and losses slide