Last updated 4 December, 2023
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Any investment rebalancing or recommendations are shown here from IPS or your chosen WealthSolver scenario. The slide also includes a simple but powerful interactive element. During your meeting, if your client agrees to the recommendations, you can click the Implement Changes button which will automatically add an action to the Next steps slide at the end of the preso.
Subslides
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The dropdown at the top filters the view to show the investment recommendations for whichever entity is chosen, or All.
Clicking the entity or account headings in the table expands to list their respective details. Clicking them again collapses them.
Clicking the Implement Changes button adds an action to the Next steps slide at the end of the preso to confirm that the action has been agreed.
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