PDF workflow for financial advisers

1 min read·25 July 2026

Financial advisers prepare wealth management reports, analyse pension situations and deliver portfolio documentation. PDFrust helps merge client dossiers, watermark confidential documents and compress reports for secure email.

Merge client dossier

Fact-find form, risk profile, investment proposal and agreements are merged per client into the regulatory client dossier.

Archive portfolio overview

Quarterly reports, transaction overviews and performance analyses are bundled per quarter for the client archive.

Merge PDF

Try for free — no account needed

Try it now →

Bundle pension analysis

Annual pension statement, pension gap analysis and advisory report are delivered as one pension dossier to the client.

Watermark confidential reports

Wealth management reports contain personal data and confidential financial information; add "CONFIDENTIAL" watermark.

Compress large dossier

Extensive investment analyses with charts are compressed for secure email distribution to the client.