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Last updated

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12 March,

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2024
Tip

Available to all users with access to the Ready Review deck

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  1. Your practice admin can set your brand colour in HQ. In the screenshot examples above, the light blue used in the slide header and table heading is the brand colour.

  2. Your practice admin can set your practice’s colour palette in PresoManager. In the screenshot example above, the pink and dark blue strips are the colours in the chosen palette. The palette is also used throughout the deck for charts, entities and asset classes.

  3. Your practice admin can set your practice’s default text for the slide’s heading and , introductory text and table headings in PresoManager.

Prep mode editability

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  1. You can edit the title of the slide (“Investment Fees” by default).

  2. You can edit the slide’s introductory text.

  3. You can edit the slide’s table headings (“Investment”, “Amount (%)” and “Amount ($)” by default).

  4. You can set the default filtering for the chart by using the entity dropdown.

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