Mastering Charts and Tables in Conquest Planning.
In Conquest Planning, various types of charts and tables are used to visually represent key financial data, helping Financial Planners assess and track progress toward client goals. These visual tools include income projections, net worth analysis, and asset allocation breakdowns, among others. By leveraging these charts and tables, planners can better communicate complex financial information and make more informed decisions for their clients.
Type 1:
Line Graph
One of the simplest charts in the software is the line graph, which is used in various applications throughout the platform.
In the example below, the line graph represents the client's available investments over time, starting from the present and extending through to the client's expected end of retirement or death.
Type 2:
Stacked Bar Chart
Another common chart used in Conquest Planning is the stacked bar chart, which visually breaks down different financial categories.
In the example below, the stacked bar chart shows a summary projection of the client’s income, withdrawals, and shortfalls, each represented in distinct colours. The chart spans from the present to the expected end of retirement or death, providing a clear view of the client’s financial situation over time.
Type 3:
Multiple Panel Bar Chart
The multiple panel bar chart is a powerful tool in Conquest Planning, displaying multiple key indicators across separate panels.
In the example below, the chart shows four panels, each representing a different financial metric: Monthly Ability, Net Worth at Retirement, Net Estate, and Rate of Return.
Each panel features two bars: one in a darker sage colour representing the current value in dollars, and another in a lighter cyan colour representing the value with advice, allowing for easy comparison of the impact of planning strategies.
Type 4:
Progress Pie Chart
The progress (%) pie chart is a helpful visual tool in Conquest Planning, illustrating the client's progress toward their retirement goal.
In the example below, the chart is divided into two segments: one colour represents the current completion of the retirement goal, while the other colour shows the recommended completion based on the planning strategy. This allows Financial Planners to easily compare the client’s current position with the target goal.
