- Pitchbooks
- Due diligence reports
- Investor reporting
- Fund newsletters
- Information memoranda
- Financial presentations
- White papers
- More…
Superfast formatting
Apply your branding in seconds, to produce slick and professional slides every time. Either download Create and use the Preference Manager to load your colours and styles – or contact us for a customised version of Create with all aspects of your company branding built in.
Advanced charting for financial professionals
Apply styles, size and send any Excel chart – plus create complex charts including Marimekko, Multi-Year Waterfalls / Bridges, Price Volume and many more.
Update from Excel source data
Our proprietary technology links tables and charts back to underlying source data – it’s fast, reliable and gives you full control.
Benefits: for you
✔ Produce visually impressive and inspiring documents
✔ Get your work done much faster
✔ Update all your data in just a few clicks
Benefits: for your business
✔ Higher quality, more valuable client deliverables
✔ More efficient working – save time and increase speed
✔ Audit trails underpinning client documents
Settings in Preference Manager
Load your company colour palette and get Create working just how you want it, with the Preference Manager.
1. Import your company colours
3. Define advanced Create settings
2. Set up your house style for charts
4. Set up styles for Tables and Borders
Using the Preference Manager
Learn how to set up your company colours and style preferences using Preference Manager.
More Information
Click here to see how to set your colours, “house style” and other preferences in Create, using the Preference Manager.
Share your preferences with your team
Once you’ve got Create working just the way you want it, share those settings with your team so they can work seamlessly with you on your project and documents.
