Platforms like Fundment have great examples of PDF and Excel valuation/performance reports, they show clear growth/loss and are easy for clients to understand, as this information is linked through Plannr could a Fundment report be used as inspiration?
I’m happy to give some examples.
Richard Bannister
•
Jun 9, 2025
The ability to create a custom one via the document builder would be great
Thomasin Clarke
•
Apr 30, 2025
Wanted to try and print to PDF with this but had to go into the print settings for each page to make it look right, would be good to have these settings in place so it is just a matter of making any changes needed and then printing to PDF.
Abi Hortin
Team•
Apr 17, 2025
Upvoting for @Jane Dearing at Qi following our workshop discussions today.
Log in to comment and vote
Comments4
Curtis Berry
Jun 13, 2025
Platforms like Fundment have great examples of PDF and Excel valuation/performance reports, they show clear growth/loss and are easy for clients to understand, as this information is linked through Plannr could a Fundment report be used as inspiration?
I’m happy to give some examples.
Richard Bannister
Jun 9, 2025
The ability to create a custom one via the document builder would be great
Thomasin Clarke
Apr 30, 2025
Wanted to try and print to PDF with this but had to go into the print settings for each page to make it look right, would be good to have these settings in place so it is just a matter of making any changes needed and then printing to PDF.
Abi Hortin
Apr 17, 2025
Upvoting for @Jane Dearing at Qi following our workshop discussions today.