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 slide header and table heading is the brand colour.
Your practice admin can set your practice’s colour palette in PresoManager. In the screenshot example above, the grey-blue strip is one of 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 and table headings in PresoManager.
Prep mode editability
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You can edit the title of the slide (“Investment Recommendations” by default).
You can edit the slide’s introductory text.
You can set the default filtering for the chart by using the entity dropdown.
You can edit the slide’s table headings (“Holding”, “Current Value”, “Adjustment to Value” and “Proposed Value” by default).
Notes on PDF version
The recommendations area scrolls in the interactive slide to accommodate a long list of line items. For the PDF version, the recommendations are displayed over as many separate pages as are required.
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