Use the Compare Chart function to visually compare multiple scenarios within your advice documents and plan presentation. This powerful visualisation tool helps clients understand the differences between strategies.
Available Compare Charts
Total Regular Income
Total Net Cashflow
Total Income Support
Total Tax
Total Assets
Total Assets (PV)
Total Net Assets
Liabilities deduct v NonDeduct
Superannuation - Client
Superannuation - Partner
Pension Assets - Client
Pension Assets - Partner
Pension Income - Client
Pension Income - Partner
Returns
Add Compare Charts
Within a plan
Within the Modelling Chevron
Under the Compare Chart tab
Click the Compare button
Select the Scenarios to compare, the Charts, and in which areas the charts are to be included
Click Save
View Compare Charts
Click the (hyperlinked) Name of the Compare Chart
OR
Click the vertical ellipse inline with the chart
Select View Chart
Tick where to include the chart Body/Appendix/Presentation
* To set a period view Click All Periods
Select Save
Select Close
Include Compare Charts in the Advice Document Body, Appendix, or Presentation in Bulk
Tick the left box of the compare charts
Click the Update Section button
Tick Body/Appendix/Presentation
Select Apply
Adjust the Periods of Compare Charts in Bulk
Tick the left box of the compare charts
Click the Update Periods button
Use the drop-down option to choose the number of periods to display
Select Apply
TIP: The period settings help you focus on key timeframes while avoiding cluttered charts. Use fewer periods for cleaner presentations, or show all periods for comprehensive analysis.
Delete Compare Charts
Click the vertical ellipse inline with the chart
Select Delete
Delete Compare Charts in Bulk
Tick the left box of the compare charts
Click the Delete Charts button