Last updated
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12 March,
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2024
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Available to all users with access to the |
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Your practice admin can set your brand colour in HQ. In the screenshot examples above, the light blue used in the header and table heading is the brand colour.
Your practice admin can set your practice’s colour palette in PresoManager. In the screenshot examples above, the pink, dark blue and grey-blue are the colours in the chosen palette. The palette is also used throughout the deck for charts, entities and asset classes.
Your practice admin can set your practice’s default text for the slide’s heading and introductory text, as well as the subslides' introductory text and table headings in PresoManager.
Prep mode editability
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You can edit the title of the slide (“Current Valuation” by default).
You can edit the slide’s introductory text.
You can edit the subslides' introductory text.
You can edit the subslides' table headings (“Holding”, “Units”, “Price” and “Value” by default).
Notes on PDF version
The table on the subslides scrolls in the interactive slide to accommodate a long list of accounts and holdings. For the PDF version, they are displayed over as many separate pages as are required.
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