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} |
