Case Studies
Excel PDF Add-in
Client Profile
etfSA is a leading provider of exchange-traded funds (ETFs) portfolios in South Africa, dedicated to offering cost-effective, passive investment solutions. They champion investor education, providing clear, accurate, and engaging reports to support informed decision-making. At the heart of their vision lies a commitment to building long-term relationships with clients, fostering trust through transparency and personalized service.
Executive Summary
etfSA, a leading South African wealth manager specialising in ETF solutions, has transformed its investment reporting process with the DynamicDocs Excel to PDF Add-in. This powerful tool, designed to streamline PDF generation, introduces dynamic visualizations, and seamlessly connects with Excel data. Adoption of this tool has resulted in delivering crystal-clear reports, heightened operational efficiency, and an improved client experience.
Convert JSON to PDF
Client Profile
Rent Butter, Inc is an innovative proptech startup that aims to modernize tenant screening. It operates in the rental industry, emphasizing the importance of responsible landlord practices. Recognizing the limitations of traditional credit bureaus, which were not originally designed for landlord utilization, Rent Butter has positioned itself as a solution in this gap. Their platform addresses the need for a more tailored approach to background checks in the rental space, ensuring that both landlords and tenants have a seamless and trustworthy experience.
Executive Summary
Rent Butter, Inc, a leading innovator in tenant screening, faced the challenge of converting rich JSON data into dynamic, actionable reports. By adopting the DynamicDocs API by ADVICEment, they found a solution that could produce visually compelling PDFs. With the expertise of the ADVICEment team, a custom dynamic template was crafted and integrated into Rent Butter's production environment. This strategic move not only streamlined Rent Butter's reporting process but also reinforced their dedication to providing landlords with comprehensive and insightful tenant evaluations.