Presenting to clients

Adviser Toolkit turns the modelling into a live client conversation rather than a slide export. You present the actual tools, in your firm's brand, and change the numbers in front of the client.

Before the meeting

• Use the presentation and deck builder to arrange the scenarios and pages you want to walk through.
• Add speaker notes, or ask Vera for suggested talking points based on the modelling.
• Switch on client meeting mode to hide everything internal: other clients, your pipeline, your notes.

In the room, or on a call

1. 1

   Start presenter mode

   The client sees a clean, branded screen. You keep a private console with your notes, the next pages and the meeting coach.

2. 2

   Point, draw and annotate

   Use the live on-screen pointer to guide the client's eye, and the SmartBoard whiteboard to sketch a structure or capture a thought, with handwriting recognition.

3. 3

   Model live

   When the client asks what happens if they retire two years earlier, change the input and show them. The projection updates in front of them.