In this page you can find example PDFs you can use for inspiration and insight into our capabilities. For each example, we have described some key aspects you should pay attention to.

The PDF example below shows a PDF created using basic functionality in our Investment Proposal Engine:

The PDF example below shows a PDF created using a wide variety of functionality available in the pro version of the Investment Proposal Engine. The functionality used are:

The following dynamic text examples can be found in the report: RECOMMENDED RISK LEVEL: The text created for this section is dynamically generated by checking the recommended risk level and producing a text that explains the risk level. SUITABILITY STATEMENT: Under the section Reasoning for Advice, we have implemented a dynamic text that is produced based on a check we perform. The check we perform is a comparison of the asset- and fund allocation of the recommended vs selected portfolio.