Use FundVisualizer to create PDF reports to share directly with your clients

As you create and save fund comparisons, add them to the PDF creator queue by selecting the radio button next to the chart and tapping “Add to PDF Creator.”

The queue will light up indicating new charts have been added. Tap the queue to see the charts that will be included in the report.

You can change the order in which a chart will appear by dragging and dropping it to the desired location. When you’re ready, create the cover page by selecting “Add cover sheet.”

Enter your client’s name and your contact information and tap “Create PDF.” It should take about 10-15 seconds to generate the PDF. Click the file to open it, and you can print it, email it, and save it to your computer.

 

Try FundVisualizer now.