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Printing: How do I print a PDF of a financial plan?

Creating customized PDFs tailored to the needs of your clients.

  • You can generate a PDF of a financial plan by clicking on "Download PDF" on the client's overview page.
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  • On the next page click on the green "Download PDF" button to generate the PDF file.
  • On this page you can also reorder the printing order of the pages, set pages to not print and add custom reports to the PDF (see below).
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Adding a custom report to your PDF

  1. Below "Download PDF" click "Insert Page"
  2. Click "Report"
  3. Choose the report you want to add to the PDF
  4. Click "Save Changes"
  5. The report will now be on the list of pages to be printed. Print the PDF as you normally would.
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If you need more information, learn about how to create custom reports to insert into the PDF.