Sections

Our Investment Proposal Engine is designed with adaptability in mind, providing advisors the capability to customize reports to the specific needs of their clients. This is achieved through optional sections in the PDF templates, which can be activated or deactivated as required. If you choose to utilize these optional sections, they become accessible in the PDF generation interface within Deep Alpha, as illustrated in the example below. This feature empowers advisors to tailor the content of each report, ensuring that only the most relevant sections are included for each investor. Whether it's additional analysis, specific investment details, or supplementary information, advisors can easily decide which sections to include based on the unique requirements of each investment proposal. This level of customization not only enhances the relevance of each report but also streamlines the presentation, avoiding information overload for the investor. It's an intuitive way to ensure that each report you generate is precisely aligned with the investor's needs and preferences, as demonstrated in the following picture: