Last updated
...
15 November,
...
2024
| Tip |
|---|
Available to all users with access to the |
The current valuation slide gives an at-a-glance overview for your client, partner and any related entities. This is a great example of how, wherever possible, your slides will start with a high-level story to make it easy for your clients to digest and understand, but will also make all the granular data available for when it’s required. If you or your client want to view more detail, it’s right there.
...
Each subslide will display however many line items were returned from Xplan in a table, and the table will scroll if required.
A subslide will also be created on the fly if you add notes to the slide.
Interactivity
Parent slide:
...
The dropdown at the top filters the view to show whichever entity is chosen, or All.
Clicking Back to Portfolio Summary navigates back up to the parent slide.
By default, the accounts/categories are collapsed but you can expand each one as you’re ready to focus on its line items:
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 IPS.
Filtering
We do not apply any filtering to the data itself, but the line items shown on the subslides are filtered by whichever button or dropdown option you choose.
...
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
...
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.
Technical Xplan info
API endpoint for the account data:/portfolio/blah/blah