This feature is available to all users and allows for greater flexibility and customization in generating PDF reports. In this blog post, we will walk you through the different uses of the Custom Text page and how to add it to your PDF reports.
Various Uses of the Custom Text Page:
The Custom Text page is a versatile tool that can be utilized for a variety of purposes. Here are a few examples:
- Investment Policy Statement (IPS): Easily incorporate your IPS within your PDF reports by simply adding it to the Custom Text page. This helps ensure that your investment strategy is clearly communicated to your clients.
- Advisor Commentary: Share your insights and expert commentary in PDF reports by utilizing the Custom Text page. This allows you to provide added value to your clients and demonstrate your expertise.
- Additional Disclosures: Include any additional disclosures that are relevant to your clients’ investments on the Custom Text page. This ensures compliance and transparency in your reporting.
Adding the Custom Text Page to your PDF Report:
To add the Custom Text page to a PDF report, follow these steps:
a) Open the PDF generator and locate the ‘Add content’ button.
b) From the drop-down menu, select the ‘Custom text’ page option.
Editing and Formatting the Custom Text:
Click on the Custom Text page that appears to enter the editor. Once you access the Custom Text page’s editor, you have complete control over the content and formatting of the text.
The new Custom Text page in the PDF generator from Kwanti continues to empower users to create dynamic, personalized PDF reports tailored to their clients’ needs. Whether it’s incorporating investment policies, sharing expert insights, or adding necessary disclosures, the possibilities are endless with the Custom Text page. Start leveraging this feature today to enhance the quality of your PDF reports and effectively communicate with your clients.