PDF Tools for Financial Advisors

Recommended workflow

1. 1
   Generate reports

   Export portfolio reports, performance summaries, and statements from your custodian or planning software.

2. 2
   Merge review package

   Combine the portfolio summary, market commentary, statements, and recommendations into one PDF.

3. 3
   Add page numbers

   Number all pages for easy reference during client review meetings.

4. 4
   Protect and brand

   Apply password protection and add your firm's confidentiality watermark.

5. 5
   Compress and deliver

   Reduce file size for email delivery or upload to your client portal.

Common document challenges

• Assembling quarterly review packages from portfolio reports, market commentary, and statements
• Password-protecting client financial plans before emailing
• Compressing large portfolio reports with charts and graphs for email delivery
• Filling in compliance and regulatory forms (KYC, AML) without printing
• Splitting combined account statements into individual client documents

Essential tools for financial advisors

Frequently asked questions

Is WhiskFile secure enough for client financial documents?

Files are encrypted in transit (HTTPS), processed on secure servers, and automatically deleted after 1 hour. No data is retained or shared. For firms subject to SEC or FINRA regulations, verify with your compliance officer that cloud-based processing meets your firm's policies.

Can I merge portfolio reports from different custodians?

Yes. The Merge PDF tool combines any PDFs regardless of source. Upload reports from Schwab, Fidelity, Pershing, or any other custodian and arrange them in your preferred order.

How do I protect a financial plan before emailing it to a client?

Upload the financial plan to the Protect PDF tool, set a password, and optionally restrict printing and copying. Share the password with your client via a separate communication channel (phone or text).

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