Last updated
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15 November, 2024
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Available to all users with access to the |
The current financial status slide gives an at-a-glance overview of your client’s assets, liabilities, income, expenses, insurances and net position. The data is visualised like a dashboard, and most items are interactive to reveal further detail where available.
Subslides
None by default, but a subslide will be created on the fly if you add notes to the slide.
Interactivity
Parent slide:
Clicking on any of the charts or tables (other than those for the wealth overview) will pop up further information for each topic. For example, for expenses:
You can create actions and notes before, after and even during your meetings:
Data
The data for this slide comes from Xplan’s Client Focus.
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