Attachments

Our Investment Proposal Engine offers enhanced versatility through the capability to add extra attachments to your reports. This feature includes both static and dynamic PDF attachments, catering to a range of informational needs. Static PDF Attachments: These are documents you provide, containing fixed information you wish to include in your investment proposal PDFs. Static attachments could include general educational materials, company policies, or standard regulatory disclosures. To incorporate these into your reports, simply provide us with the PDF files. They will be appended to your investment proposals as-is, ensuring that consistent, essential information is uniformly included across all relevant documents. Dynamic PDF Attachments: For a more tailored approach, we offer dynamic PDF attachments. These are customized by our team to align with your brand's design and specific requirements. What makes them dynamic is their ability to include information gathered during the advisory process. This can range from client-specific details like names and addresses to financial specifics such as account numbers, costs, and other relevant data. The result is a highly personalized attachment that not only matches the aesthetic of your main report but also contains information that is directly pertinent to the individual investor. By leveraging these attachment options, your investment proposals can be comprehensive and tailored, providing your clients with all the necessary information in a cohesive, professional package