Welcome slide
- Aaron Cooper
Last updated 12 March, 2024
Available to all users with access to the Ready Review deck
What we call the welcome slide is the front cover of your preso, showing all of your client, adviser, practice and licensee information.
Subslides
None
Interactivity
None
Data
Client data comes from Client Focus in Xplan.
Your adviser, practice and licensee data is all managed within the slide itself. See Prep mode editability, below.
Note: The data you save on this slide is also used on the next steps slide, the thank you slide and the Portfolio review slide.
Personalisation options
Your practice admin can customise the background image for your practice in PresoManager.
Your practice admin can upload your practice logo in HQ.
Your practice admin can set your brand colour in HQ. In the screenshot example above, the light blue strip is the brand colour. It is also used as the header background colour and primary button colour throughout the content.
Your practice admin can set your practice’s default title for the preso (“Portfolio Review” by default) 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 input/edit your adviser, practice and licensee details.
You can edit the title of the document (“Portfolio Review” by default, or whatever your practice admin has set it to).
Notes on PDF version
The PDF version looks exactly the same as the interactive version.