Report Builder
Leverage this intuitive, drag-and-drop designer to create your ideal report or presentation. Featuring 5 different report types, 30+ modules, and several templates to choose from–and counting.
Overview
FAQ
- Are Reports Client Facing?
- Can I Add My Custom Logo, Colors, and Disclosures to Reports?
- Can I Add My Firm’s Custom Disclosure Statement onto the Report?
- Can I Change the Size of the Modules?
- Can I Upload a PowerPoint to Report Builder?
- How to Add Custom Graphics to a Report
- How to Create a Section in Report Builder