Deep Alpha generates its PDF reports using pre-built templates, uniquely designed for each customer, forming the cornerstone of our PDF production framework. These templates define essential elements like texts, analyses, tables, design components, fonts, and other critical aspects of the PDF. They function by merging information gathered during Deep Alpha sessions with the chosen template, resulting in a PDF tailored to your specific preferences. Our Investment Proposal Engine supports multiple templates, offering unparalleled flexibility and broadening use cases, as detailed in the following section:
Our multiple template functionality opens a world of possibilities, offering a diverse range of applications tailored to various needs. To inspire and guide you in leveraging this powerful feature, we present several use cases. These scenarios demonstrate how our customizable templates can be adapted to different contexts, enhancing the relevance and impact of your PDF reports. Explore these examples to envision how you can utilize our multiple template functionality to its fullest potential:
Scenario: We are a financial institutions operating in different countries with investors using different languages In this scenario, the flexibility of our Investment Proposal Engine becomes particularly valuable. To effectively cater to this diverse linguistic landscape, it makes sense to create a unique PDF template for each language. Each template would have all text elements configured to the respective languages, ensuring clear and effective communication with investors in their native language. Meanwhile, the core content of the reports, such as tables, pictures, and charts, remains consistent across all templates. This approach not only streamlines the report creation process but also significantly enhances the investor experience by providing personalized, language-specific documents.
Scenario: We use both the investment advisory flow and the order execution flow, and want to have different PDFs for the two flows In such a case, differentiating the documentation for each process is crucial for clarity and organization. Our Investment Proposal Engine elegantly addresses this need by offering the ability to create two distinct templates: one dedicated to investment advisory and another for order execution. This approach allows for the production of tailored PDF reports for each flow, ensuring that the information is relevant, well-structured, and specific to the task at hand. By having separate templates for these workflows, the institution can maintain clear and efficient communication, both internally and with clients.
Scenario: Investor Engagement with Summarized Proposals To effectively meet this need, our Investment Proposal Engine offers a versatile solution. By creating two distinct templates — one for a comprehensive full report and another for a shorter version highlighting the main points — the institution can cater to different investor preferences. This dual-template approach allows for the distribution of a brief, impactful summary to engage investor interest, followed by a detailed report for in-depth analysis. This strategy not only enhances the effectiveness of initial communications but also provides comprehensive information for those seeking deeper insights.
Scenario: We have different branding for different selection of investment services, that are available in the investment advisory flow, and we want to have two types of reports, depending on the selection of the investment service: To accommodate this diversity, our Investment Proposal Engine facilitates the creation of distinct reports that resonate with the specific branding of each service. This can be achieved by developing two different templates, each with a unique design and layout. Such customization allows for the generation of PDF reports that not only reflect the selected investment service but also align perfectly with its individual branding style. This approach ensures that each report maintains a consistent brand image, enhancing the professional and tailored experience for clients
Scenario: Compliance Documentation for Non-Recommendation Our Investment Proposal Engine can facilitate this by enabling the creation of a specialized template. This template would succinctly communicate the non-recommendation, explaining why the investment is not suitable for the investor. Such a document not only serves as a straightforward communication to the investor but also acts as an important record for regulatory compliance, documenting that the investor was advised against the investment.
- Is it possible to have multiple templates with different content? Yes, we support having multiple templates
- Are there any limitations to the amount of templates In theory, there are no limitations to the amount of templates you can operate with. However, additional licenses will apply. Our team is ready to assist you with figuring out how many templates you should have