Creating Portfolio Performance Reports for Clients
Wealth managers prepare quarterly performance reports showing asset allocation, returns, and market commentary. These combine chart exports, data tables, and narrative text into a branded client-facing document.
Workflow
- Export performance charts and allocation pie charts as high-resolution images
- Use the Image Cropper to trim whitespace and standardize chart dimensions
- Compile the report with charts, tables, and commentary
- Export the completed report as PDF
- Use PDF Compression to optimize for email delivery
- Use PDF Watermark to add the firm's branding or confidentiality notice
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