Current financial status slide

Last updated 15 November, 2024

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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

1. 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:
   
   

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2. 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.

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 pinks 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 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:

1. You can edit the title of the slide (“Current Financial Status” by default).

2. 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.