This is a comprehensive guide to Data Component Charts that can be generated through both the Advice Wizard and CRM.
Risk Profile
Risk profile asset allocation | {Chart.RiskProfileAssetAllocation} |
Client Risk profile asset allocation | {Chart.ClientRiskProfileAssetAllocation} |
Partner Risk profile asset allocation | {Chart.PartnerRiskProfileAssetAllocation} |
Client super asset allocation | {Chart.ClientSuperAssetAllocation} |
Client non-super asset allocation | {Chart.ClientNonSuperAssetAllocation} |
Partner super asset allocation | {Chart.PartnerSuperAssetAllocation} |
Partner non-super asset allocation | {Chart.PartnerNonSuperAssetAllocation} |
Fact Find
Asset allocation | {Chart.AssetAllocation} |
Client Asset allocation | {Chart.ClientAssetallocation} |
Partner Asset allocation | {Chart.PartnerAssetallocation} |
Portfolio
Asset Allocation_PieChart | {PortfolioCharts.AssetAllocationPieChart} |
Review - Last 12 Months (Column Chart) | {PortfolioCharts.ReviewByMonthReportStackedColumnsChart_L12M} |
Review - Last Financial Year (Column Chart) | {PortfolioCharts.ReviewByMonthReportStackedColumnsChart_LFY} |
Review - Last 12 Months (Line Chart) | {PortfolioCharts.ReviewByMonthReportLinesChart_L12M} |
Review - Last Financial Year (last financial year) | {PortfolioCharts.ReviewByMonthReportLinsesChart_LFY} |
Asset Class: Growth vs Defensive Pie Chart | {PortfolioCharts.AssetClassesGrowthAndDefensivePieChart} |
Advice Wizard
Portfolio asset allocation | {Chart.PortfolioAssetAllocation} |
Portfolio proposed asset allocation | {Chart.PortfolioProposedAssetAllocation} |
Client Portfolio Asset Allocation | {Chart.ClientPortfolioAssetAllocation} |
Partner Portfolio Asset Allocation | {Chart.PartnerPortfolioAssetAllocation} |
Client portfolio proposed asset allocation | {Chart.ClientPortfolioProposedAssetAllocation} |
Partner portfolio proposed asset allocation | {Chart.PartnerPortfolioProposedAssetAllocation} |
Client super portfolio asset allocation | {Chart.ClientSuperPortfolioAssetAllocation} |
Client non-super portfolio asset allocation | {Chart.ClientNonSuperPortfolioAssetAllocation} |
Partner super portfolio asset allocation | {Chart.PartnerSuperPortfolioAssetAllocation} |
Partner non-super portfolio asset allocation | {Chart.PartnerNonSuperPortfolioAssetAllocation} |
Client super portfolio proposed asset allocation | {Chart.ClientSuperPortfolioProposedAssetAllocation} |
Client non-super portfolio proposed asset allocation | {Chart.ClientNonSuperPortfolioProposedAssetAllocation} |
Partner super portfolio Proposed asset allocation | {Chart.PartnerSuperPortfolioProposedAssetAllocation} |
Projection Comparison
Total Income | {Chart.TotalIncomes} |
Total expenses | {Chart.TotalExpenses} |
Franking Credits | {Chart.FrankingCredits} |
Deductable Expenses | {Chart.DeductableExpenses} |
Tax Payable | {Chart.TaxPayable} |
Surplus income | {Chart.SurplusIncome} |
Net Worth | {Chart.NetWorth} |
Total debts | {Chart.ProjectionTotalDebts} |
Total financial assets | {Chart.TotalExcludingLifestyle} |
Total Assets | {Chart.Total} |
Non super | {Chart.NonSuper} |
Super | {Chart.Super} |
Pension | {Chart.Pension} |
Lifestyle | {Chart.Lifestyle} |
Net excluding Lifestyle | {Chart.NetExcludingLifestyle} |
Loan interests | {Chart.LoanInterest} |
Insurance premium super | {Chart.InsurancePremiumSuper} |
Insurance premium cash | {Chart.InsurancePremiumCash} |
Super Contributions | {Chart.SuperContributions} |
Pension payment | {Chart.PensionPayment} |
Age pension | {Chart.AgePension} |