In-product templates
- Report templates — versioned layouts managed in the platform console (HTML preview plus PDF, DOCX, and XLSX exports when a report is ready).
- CSV import — activity import with a format guide and sample download inside the workspace.
- Firm methodologies — consultant firms may author advisory formulas; they never override platform factors.
Downloadable marketing packs can be linked here once approved. Avoid attaching unreviewed regulatory filing packs.
