About you slide

Last updated 15 November, 2024

Open

The about you slide displays all the client’s (or clients') basic info from Xplan’s Client Focus.

Subslides

None by default, but a subslide will be created on the fly if you add notes to the slide.

Interactivity

1. You can create actions and notes before, after and even during your meetings:

   Open

   

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

1. 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.

2. Your practice admin can set your practice’s colour palette in PresoManager. In the screenshot examples above, the pink and bright blue are the colours in the chosen palette. The palette is also used throughout the deck for charts, entities and asset classes.

3. Your practice admin can set your practice’s default text for the slide’s heading and all the data labels in PresoManager.

Prep mode editability

When you open this slide in prep mode you will have the following editing options for your preso:

1. You can edit the title of the slide (“About You” by default).

2. You can edit all the data labels (“Health”, “Has current will”, etc).

Notes on PDF version

The PDF version looks exactly the same as the interactive version.