Tables

In our Investment Proposal Engine, tables play a crucial role in effectively organizing and presenting data gathered during the advisory process. This section is dedicated to providing detailed insights into the structure and design capabilities of these tables. We understand that each investment proposal demands a unique presentation of data. Therefore, we offer extensive styling flexibility for tables within our engine. Here, you will discover the various ways you can structure table data to align with the specific informational needs of your investors. From basic formatting options like font size and color to more complex customizations like column arrangement and data sorting, our tables are designed to be both informative and visually appealing. This versatility ensures that the data presented is not only accurate and comprehensive but also tailored reflect your brand.

We offer two types of tables: Basic tables and Portfolio comparison tables. Basic Tables: These tables are designed to present generic data in a clear and straightforward manner. They are ideal for displaying standard information and their simplicity ensures that essential data is easily understood at a glance Portfolio Comparison Tables: For more complex analytical needs, our Portfolio Comparison Tables come into play. These tables are tailored to facilitate side-by-side comparisons of different portfolios. They allow for an in-depth analysis of the portfolios, comparing aspects like performance metrics, risk factors, and allocation differences. This type of table is particularly useful for illustrating the strengths and weaknesses of each portfolio option in a comparative context.

You can find more information about the flexibility of our tables, in the sections below:

Miss any tables or have any questions related to tables? Contact our delivery team.