Sharing Reports

Share your AdvisorWorld reports with clients securely and professionally. Multiple sharing options ensure you can deliver reports however your clients prefer. Sharing Options Secure Link Generate a unique, encrypted link that clients can access from any device. Links expire after 30 days by default but can be customized. PDF Download Download a print-ready PDF to attach to emails or print for in-person meetings. PDFs include all charts, tables, and disclosures. Email Directly Send reports directly from AdvisorWorld with your email address as the sender. Includes a professional cover message you can customize. Security Features Password Protection: Optionally require a password to view View Tracking: See when clients open your reports Expiration Dates: Set automatic link expiration Revoke Access: Disable shared links at any time Branding All shared reports display your firm's logo and contact information, maintaining a professional appearance for your clients. Compliance Tracking Each shared report is logged with timestamp and recipient information for your compliance records.