Exporting and sharing

Hand the client something polished, and keep the workings you can defend. Every scenario and document can leave the app in the format the moment calls for.

Export formats

• Client-ready PDF, rendered in your firm's template and brand.
• Excel with live formulas, so a paraplanner or auditor can trace every calculation.
• PowerPoint export and import for firms that present in slides.
• Multi-scenario report bundles that package several strategies into one document.

Deliver through the portal

1. 1

   Share the document

   Publish to the client's branded portal. Two-way sharing means the client can send documents back the same way.

2. 2

   Collect the signature

   Clients sign in the portal, with a full audit trail of who signed what and when.

3. 3

   Stay in touch

   Secure messaging, client notifications, fact-find and review forms, Calendly booking and ongoing fee-consent renewals all run through the same portal.