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Data component tables

Michelle
  • Updated

This is a comprehensive guide to Data Component Tables that can be generated through both the Advice Wizard and CRM.

Asset Allocation

Insurance

Compare Super & Pension

Advice Wizard - Recommendations

Advice Wizard Portfolio

Advice Wizard Projections

Portfolio Reports

Asset Allocation

Can only be generated via Advice Wizard

Asset Allocation Full

Example:

AAfull

System Tags:

Tag: {AssetAllocation.OverallTable}

Tag: {AssetAllocation.OverallClientTable}

Tag: {AssetAllocation.OverallSpouseTable}

Tag: {AssetAllocation.PensionClientTable}

Tag: {AssetAllocation.PensionSpouseTable}

Tag: {AssetAllocation.PersonalClientTable}

Tag: {AssetAllocation.PersonalSpouseTable}

Tag: {AssetAllocation.SuperClientTable}

Tag: {AssetAllocation.SuperSpouseTable}

Tag: {AssetAllocation.SuperAndPensionClientTable}

Tag: {AssetAllocation.SuperAndPensionSpouseTable}

Current Asset Allocation

Example:

currentaa

System Tags:

Tag: {AssetAllocation.OverallTableCurrent}

Tag: {AssetAllocation.OverallClientTableCurrent}

Tag: {AssetAllocation.OverallSpouseTableCurrent}

Tag: {AssetAllocation.PensionClientTableCurrent}

Tag: {AssetAllocation.PensionSpouseTableCurrent}

Tag: {AssetAllocation.PersonalClientTableCurrent}

Tag: {AssetAllocation.PersonalSpouseTableCurrent}

Tag: {AssetAllocation.SuperClientTableCurrent}

Tag: {AssetAllocation.SuperSpouseTableCurrent}

Tag: {AssetAllocation.SuperAndPensionClientTableCurrent}

Tag: {AssetAllocation.SuperAndPensionSpouseTableCurrent}

Proposed Asset Allocation

Example:

propaa

System Tags:

Tag: {AssetAllocation.OverallTableProposed}

Tag: {AssetAllocation.OverallClientTableProposed}

Tag: {AssetAllocation.OverallSpouseTableProposed}

Tag: {AssetAllocation.PensionClientTableProposed}

Tag: {AssetAllocation.PensionSpouseTableProposed}

Tag: {AssetAllocation.PersonalClientTableProposed}

Tag: {AssetAllocation.PersonalSpouseTableProposed}

Tag: {AssetAllocation.SuperClientTableProposed}

Tag: {AssetAllocation.SuperSpouseTableProposed}

Tag: {AssetAllocation.SuperAndPensionClientTableProposed}

Tag: {AssetAllocation.SuperAndPensionSpouseTableProposed}

Dollar Only Asset Allocation

Example:

propaa

System Tags:

Tag: {AssetAllocation.OverallTableDollar}

Tag: {AssetAllocation.OverallClientTableDollar}

Tag: {AssetAllocation.OverallSpouseTableDollar}

Tag: {AssetAllocation.PensionClientTableDollar}

Tag: {AssetAllocation.PensionSpouseTableDollar}

Tag: {AssetAllocation.PersonalClientTableDollar}

Tag: {AssetAllocation.PersonalSpouseTableDollar}

Tag: {AssetAllocation.SuperClientTableDollar}

Tag: {AssetAllocation.SuperSpouseTableDollar}

Tag: {AssetAllocation.SuperAndPensionClientTableDollar}

Tag: {AssetAllocation.SuperAndPensionSpouseTableDollar}

Percent Only Asset Allocation

Example:

percentonlyaa

System Tags:

Tag: {AssetAllocation.OverallTablePercent}

Tag: {AssetAllocation.OverallClientTablePercent}

Tag: {AssetAllocation.OverallSpouseTablePercent}

Tag: {AssetAllocation.PensionClientTablePercent}

Tag: {AssetAllocation.PensionSpouseTablePercent}

Tag: {AssetAllocation.PersonalClientTablePercent}

Tag: {AssetAllocation.PersonalSpouseTablePercent}

Tag: {AssetAllocation.SuperClientTablePercent}

Tag: {AssetAllocation.SuperSpouseTablePercent}

Tag: {AssetAllocation.SuperAndPensionClientTablePercent}

Tag: {AssetAllocation.SuperAndPensionSpouseTablePercent}

 

Insurance

(Can only be generated via Advice Wizard unless stated otherwise)

Existing Insurance - AW

Example:

existing insurance aw

System Tag:

{Insurance.ExistingInsuranceAW}

Existing Insurance - CRM

(Note: Difference between the AW version is the Status column. This tag can be generated via CRM also.)

Example:

existing insurance crm

System Tag: 

{Insurance.ExistingInsuranceCRM}

Proposed Insurance - AW

Example:

proposed insurance aw

System Tag:

{Insurance.ProposedInsuranceAW}

Upfront or Ongoing Commission $

Example:

upfront or ongoing comms $

System Tags:

Tag: {Insurance.UpfrontCommissionDollar}

Tag: {Insurance.OngoingCommissionDollar}

 

Upfront or Ongoing Commission %

Example:

upfront or ongoing comms %

System Tags:

Tag: {Insurance.UpfrontCommissionPercent}

Tag: {Insurance.OngoingCommissionPercent}

 

Upfront or Ongoing Commission (Adviser)

Example:

adv

System Tag:

Tag: {Insurance.UpfrontCommissionAdviser}

Tag: {Insurance.OngoingCommissionAdviser}

 

Upfront or Ongoing Commission (All)

(Includes Practice)

Example:

all

System Tag:

Tag: {Insurance.UpfrontCommissionAll}

Tag: {Insurance.OngoingCommissionAll}

 

Upfront or Ongoing Commission (Dealer and Adviser)

Example:

dealer and adv

System Tags:

Tag: {Insurance.UpfrontCommissionDealerAdviser}

Tag: {Insurance.OngoingCommissionDealerAdviser}

 

Compare Super & Pension

(Can only be generated via Advice Wizard)

Compare Super/Pension - Summary

(Please note the format for this data component table is not based on your table style, however you can update this to your own table style as part of post-editing as per below example. The highlighted rows reflect your selection when completing your Advice Wizard recommendation)

Example:

System Tags:

Tag: {CompareSuper.CompareSuper}

Tag: {ComparePension.ComparePension}

Compare Super/Pension - Reason for Recommendation

Example:
From funds: Air Liquide Superannuation Plan, AMG Super - Corporate Super

To fund: Rest Super

Reasons for recommending this product change: I have recommended you rollover your existing superannuation fund to the proposed superannuation fund because of its high pedigree of Member Servicing and Administration Services available. This is in line with your objectives to invest in a fund that requires less hands-on management and administration. I have recommended you rollover your existing superannuation fund to the proposed superannuation fund because of its competitive fee structure which is in line with your objectives to invest in a more cost-effective superannuation fund that will allow you to accumulate funds in preparation for your eventual retirement.

System Tag:

Tag: {CompareSuper.ProductReplacementExplanation}
Tag: {ComparePension.ProductReplacementExplanation}

Compare Super/Pension - Fees

Example:

System Tags:

Tag: {CompareSuper.CompareSuperFees}
Tag: {ComparePension.ComparePensionFees}

Compare Super - Show Only Selected Sections

Example:

System Tag:

Tag: {CompareSuper.CompareSuperProducts}

 

Compare Pension - Show Only Selected Sections

Example:

System Tag:

Tag: {ComparePension.ComparePensionProducts}

Compare Super Products (excl fees)

Example:

System Tag:

Tag: {CompareSuper.CompareSuperProductsExclFees}

Compare Pension Products (excl fees)

Example:

System Tags:

Tag: {ComparePension.ComparePensionProductsExclFees}

Compare Super - Show All Sections

Example:

System Tags:
Tag: {CompareSuper.DetailedAnalysis}

Compare Pension - Show All Sections

Example:

System Tags:
Tag: {ComparePension.DetailedAnalysis}

Compare Super - Product Overview

Example:

System Tag:

Tag: {CompareSuper.CompareSuperOverview}

Compare Pension - Product Overview

Example:

System Tags:

Tag: {ComparePension.ComparePensionOverview}

Compare Super - Portfolio

Example:

System Tag:

Tag: {CompareSuper.Portfolio}

 

Advice Wizard - Recommendations

(Can only be generated by the Advice Wizard)

Lifestyle Assets - Details

Example:

System Tags:

Tag: {Recommendation.ActionLifestyleDetailExisting}

Tag: {Recommendation.ActionLifestyleDetail}

Tag: {Recommendation.ActionLifestyleDetailNew}

Lifestyle Assets - Contribution or Withdrawal

Example:

System Tags:

Tag: {Recommendation.ActionLifestyleContributionLumpSum}

Tag: {Recommendation.ActionLifestyleWithdrawalLumpSum}

Loans - Drawdowns

Example:

System Tags:

Tag: {Recommendation.ActionLoanDrawdown}

Tag: {Recommendation.ActionLoanDrawdownLumpSum}

Tag: {Recommendation.ActionLoanDrawdownRegular}

Loans - Repayments

Example:

System Tags:

Tag: {Recommendation.ActionLoanRepayment}

Tag: {Recommendation.ActionLoanRepaymentLumpSum}

Tag: {Recommendation.ActionLoanRepaymentRegular}

Loans - Details

Example:

System Tags:

Tag: {Recommendation.ActionLoansDetailExisting}

Tag: {Recommendation.ActionLoansDetail}

Tag: {Recommendation.ActionLoansDetailRecommended}

Non-Super Assets - Details

Example:

System Tags:

Tag: {Recommendation.ActionNonSuperDetailExisting}

Tag: {Recommendation.ActionNonSuperDetail}

Tag: {Recommendation.ActionNonSuperDetailNew}

Non-Super Assets - Contribution or Withdrawal

Example:

System Tags:

Tag: {Recommendation.ActionNonSuperContribution}

Tag: {Recommendation.ActionNonSuperContributionLumpSum}

Tag: {Recommendation.ActionNonSuperContributionRegular}

Tag: {Recommendation.ActionNonSuperWithdrawal}

Tag: {Recommendation.ActionNonSuperWithdrawalLumpSum}

Tag: {Recommendation.ActionNonSuperWithdrawalRegular}

ABP and TTR Pension - Details

Example:

System Tags:

Tag: {Recommendation.ActionPensionABPDetailExisting}

Tag: {Recommendation.ActionPensionABPDetail}

Tag: {Recommendation.ActionPensionABPDetailNew}

Tag: {Recommendation.ActionPensionTTRDetailExisting}

Tag: {Recommendation.ActionPensionTTRDetail}

Tag: {Recommendation.ActionPensionTTRDetailNew}

ABP and TTR Pension - Payments

Example:

System Tags:

Tag: {Recommendation.ActionPensionPaymentABP}

Tag: {Recommendation.ActionPensionPaymentTTR}

Pension Withdrawal

Example:

System Tags:

Tag: {Recommendation.ActionPensionWithdrawal}

Tag: {Recommendation.ActionPensionWithdrawalLumpSum}

Tag: {Recommendation.ActionPensionWithdrawalRegular}


Advice Wizard Portfolio

(Can only be generated via Advice Wizard)


Portfolio Tables

Example:

System Tags:

Tag: {Recommendation.PortfolioNonSuperCurrent}

Tag: {Recommendation.PortfolioNonSuperProposed}

Tag: {Recommendation.PortfolioSuperCurrent}

Tag: {Recommendation.PortfolioSuperProposed}

Tag: {Recommendation.PortfolioPensionCurrent}

Tag: {Recommendation.PortfolioPensionProposed}


Portfolio - Simple

Example:

System Tags

Tag: {Recommendation.PortfolioNonSuperCurrentSimple}

Tag: {Recommendation.PortfolioNonSuperProposedSimple}

Tag: {Recommendation.PortfolioSuperCurrentSimple}

Tag: {Recommendation.PortfolioSuperProposedSimple}

Tag: {Recommendation.PortfolioPensionCurrentSimple}

Tag: {Recommendation.PortfolioPensionProposedSimple}


Portfolio - Fee Comparison

Example:

System Tags:

Tag: {Recommendation.PortfolioNonSuperFeeComparison}

Tag: {Recommendation.PortfolioSuperFeeComparison}

Tag: {Recommendation.PortfolioPensionFeeComparison}

Portfolio - Rebalance

Example:

System Tags:

Tag: {Recommendation.PortfolioNonSuperRebalance}

Tag: {Recommendation.PortfolioSuperRebalance}

Tag: {Recommendation.PortfolioPensionRebalance}


Portfolio Rebalance (Simple)

Example:

System Tags:

Tag: {Recommendation.PortfolioNonSuperRebalanceSimple}

Tag: {Recommendation.PortfolioSuperRebalanceSimple}

Tag: {Recommendation.PortfolioPensionRebalanceSimple}


Super Contributions - All and Regular

Example:

System Tags:

Tag: {Recommendation.ActionSuperContributionAll}

Tag: {Recommendation.ActionSuperContributionNonConcessional}

Tag: {Recommendation.ActionSuperContributionNonConcessionalRegular}

Tag: {Recommendation.ActionSuperContributionEmployer}

Tag: {Recommendation.ActionSuperContributionEmployerRegular}

Tag: {Recommendation.ActionSuperContributionSalary}

Tag: {Recommendation.ActionSuperContributionSalaryRegular}


Super Contributions - Lump Sum

Example:

Tag: {Recommendation.ActionSuperContributionSalaryLumpSum}

Tag: {Recommendation.ActionSuperContributionNonConcessionalLumpSum}

Tag: {Recommendation.ActionSuperContributionEmployerLumpSum}


Super or Pension - Rollover

Example:

System Tags:

Tag: {Recommendation.ActionSuperPensionRollover}

 

Super Withdrawals - All and Regular

Example:

System Tags:

Tag: {Recommendation.ActionSuperWithdrawal}

Tag: {Recommendation.ActionSuperWithdrawalRegular}


Super Withdrawals - Lump Sum

Example;

System Tags:

Tag: {Recommendation.ActionSuperWithdrawalLumpSum}

 

 

Advice Wizard Projections

(Can only be generated via Advice Wizard)

Cashflow Projections

Example:

System Tags:

Tag: {Projection.CashFlowProjection}

Tag: {Projection.CashFlowProjection.Baseline}

Tag: {Projection.LifestyleProjection}

Tag: {Projection.LifestyleProjection.Baseline}

Tag: {Projection.LoansProjection}

Tag: {Projection.LoansProjection.Baseline}

Tag: {Projection.OrdinaryProjection}

Tag: {Projection.OrdinaryProjection.Baseline}

Tag: {Projection.PensionProjection}

Tag: {Projection.PensionProjection.Baseline}

Cashflow Projections - Year 1

Example:

System Tags:

Tag: {Projection.CashFlowProjection.Baseline.Year1}

Asset Projections

Example:

System Tags:

Tag: {Projection.Projection}

Tag: {Projection.Summary}

Tag: {Projection.TotalNetAssetsExcludingIncludingLifeStyle}

Tag: {Projection.TotalNetAssetsExcludingIncludingLifeStyleExtended}

Tag: {Projection.TotalNetAssets}

Tag: {Projection.TotalNetAssetsExtended}

Tag: {Projection.TotalNetAssetsExcludingLifestyle}

Tag: {Projection.TotalNetAssetsExcludingLifestyleExtended}

Asset Summary Baseline

Example:

System Tags:

Tag: {Projection.Summary.Baseline}

Superannuation Projections

Example:

System Tags:

Tag: {Projection.SuperannuationProjection}

Tag: {Projection.SuperannuationProjection.Baseline}

Tax Projections

Example:

System Tags:

Tag: {Projection.Tax}

Tag: {Projection.Tax.Baseline}

Tag: {Projection.TaxSpouse}

Tag: {Projection.TaxSpouse.Baseline}

Tax Baseline - Year 1

Example:

System Tags:

Tag: {Projection.Tax.Baseline.Year1}

Tag: {Projection.TaxSpouse.Baseline.Year1}

Portfolio Reports

(Can be generated via Advice Wizard and CRM)

Account Summary

Example:

System Tags:

Tag: {Portfolio.AccountSummaryLastMonth}

Tag: {Portfolio.AccountSummaryLastQuarter}

Tag: {Portfolio.AccountSummaryL12M}

Tag: {Portfolio.AccountSummaryLFY}

Portfolio Valuation

Example:

System Tags:

Tag: {Portfolio.Valuation}

Asset Allocation

Example:

System Tags:

Tag: {Portfolio.AssetAllocation}

Asset Classes Growth and Defensive

Example:

System Tags:

Tag: {Portfolio.AssetClassesGrowthAndDefensive}

Extended Valuation

Example:

System Tags:

Tag: {Portfolio.ExtendedValuation}

Portfolio Review

Example:

System Tags:

Tag: {Portfolio.ReviewLastMonth}

Tag: {Portfolio.ReviewLastQuarter}

Tag: {Portfolio.ReviewLast12M}

Tag: {Portfolio.ReviewLastFY}

Portfolio Review with IRR - Last 12 Months

Example:

System Tag:

Tag: {Portfolio.ReviewLast12M_IRR}

Portfolio Review with IRR - Other Terms

Example:

System Tags:

Tag: {Portfolio.ReviewLastFY_IRR}

Tag: {Portfolio.ReviewLastMonth_IRR}

Tag: {Portfolio.ReviewLastQuarter_IRR}

Transaction History

Example:

System Tags:

Tag: {Portfolio.TransactionHistoryLastMonth}

Tag: {Portfolio.TransactionHistoryLastQuarter}

Tag: {Portfolio.TransactionHistoryL12M}

Tag: {Portfolio.TransactionHistoryLFY}

Tag: {Portfolio.TransactionHistorySinceInception}

Income Summary

Example:

System Tags:

Tag: {Portfolio.IncomeSummaryL12M}

Tag: {Portfolio.IncomeSummaryLastMonth}

Tag: {Portfolio.IncomeSummaryLastQuarter}

Tag: {Portfolio.IncomeSummaryLFY}

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