Last updated 12 March, 2024
Available to all users with access to the Ready Review deck
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
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:
Data
The data for this slide comes from Xplan’s Client Focus.
Filtering
We do not apply any filtering to the data on this slide.
Personalisation options
Your practice admin can set your brand colour in HQ. In the screenshot examples above, the dark 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 pinks 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 each section’s table heading in PresoManager.
Prep mode editability
When you open this slide in prep mode you will have the following editing options for your preso:
You can edit the title of the slide (“Current Financial Status” by default).
You can edit the headings of each section table.
Notes on PDF version
The PDF version looks exactly the same as the interactive version, without any of the detail in the pop-ups.