FundVisualizer® is an advisor-only tool that simplifies your research with intuitive controls and powerful features. Use the PDF Creator feature to create and share customized shareholder-approved reports directly from FundVisualizer.
To build a report, simply add the comparison charts to the PDF Creator as you create them.
The PDF Creator queue shows when new charts are added. Tap the queue to see the charts that will be included in the report. Drag and drop the charts to arrange them in the order you want.
Next, create a cover page with your client’s name along with your contact information, and then click “Create PDF.”
Once your report has been generated, select the file to open it and print, email, or save it to your computer.