As the architect of your templates, you have full control over the text elements, which fall into two primary categories: Static Texts and Dynamic Texts
Static texts - These are the consistent elements in your templates. Static texts remain unchanged regardless of the investor's profile. They form the backbone of your templates, providing standard information that is uniformly relevant across all documents. Dynamic Texts: This category introduces flexibility and personalization into your reports. Dynamic texts change based on the data collected during the investor's journey. At its simplest, this could mean incorporating basic information like risk level, time horizon, name, and account numbers. More advanced uses of dynamic texts involve creating content that adapts based on the collected data. This capability allows for a higher degree of personalization, making each PDF report uniquely tailored to the individual investor's details and preferences. The integration of both static and dynamic texts in your templates enables you to create documents that are both consistent in brand and messaging, yet highly personalized to each investor, striking the perfect balance between uniformity and customization.
Scenario: Compliant reasoning and documentation for portfolio deviations Utilizing the dynamic text feature in our PDF Report Engine, this requirement can be efficiently met. The process involves an automated comparison between the investor's selected portfolio and the recommended portfolio guidelines. If any deviations are detected, the dynamic text function is triggered to include an explanation of these discrepancies in the PDF report. This might include details of the deviation, its potential impact, and any recommended actions. This feature ensures that the investor is promptly informed about any inconsistencies, and the compliance team has a clear record of communication regarding portfolio alignment.This application of dynamic texts not only enhances transparency and investor awareness but also supports rigorous compliance standards, ensuring that deviations are not only identified but also effectively communicated
Scenario: Tailored Risk Level Information Consider a scenario where an investment service categorizes investors into 10 distinct risk levels, each with its unique characteristics. The challenge here is to present investors with only the information that is relevant to their specific risk level. Our PDF Report Engine's dynamic text feature elegantly solves this issue. It works by first identifying the investor's recommended or selected risk level. Based on this assessment, the engine then generates a customized text that explains the attributes and characteristics unique to that specific risk level. This means that an investor assessed at a moderate risk level, for example, will receive information and advice pertinent to that category, differentiating it from the information a high-risk investor might receive.This targeted approach ensures that each investor receives a personalized and relevant explanation, enhancing their understanding and comfort with their investment strategy. It simplifies the communication process, avoids information overload, and aligns with the investor's specific investment profil
Scenario: Addressing Sustainability Preferences In this scenario, investors have the option to express their interest in assessing sustainability preferences. Our PDF Report Engine's dynamic text functionality plays a crucial role in tailoring content based on their responses.When an investor indicates 'No Interest' in sustainability, the engine automatically generates a section in the report with a generic explanation about this choice and its implications. This could include information on how the lack of sustainability assessment might affect their portfolio and the broader impact of their investment decisions.Conversely, if an investor expresses interest in sustainability ('Yes'), the report dynamically adapts to include detailed information on sustainable investment options, their benefits, and how these choices align with the investor’s values and goals. This dynamic approach ensures that each investor receives a customized report that is not only reflective of their specific interests in sustainability but also educative, highlighting the consequences or benefits of their choices. It enhances the personalization of the investment advice and ensures that investors are fully informed about all aspects of their investment strategy, including its sustainability dimension.
Are dynamic texts available for everybody? Yes, everybody can utilize our functionality for dynamic texts. However, extra licencse will apply (Pro subscription). Contact our delivery team for further information
Can the advisor notes be added to the PDF? Yes, all advisor notes are available for usage in the PDF