##### DECKLINKS FOR FINANCIAL ADVISORS

# Document tracking for financial advisors

Enhance client relationships and compliance with precise document engagement insights.

- Identify most engaged clients and prospects
- Pinpoint your most impactful financial content
- Streamline compliance documentation

**Custom branding**  
Showcase your brand.

**Video narrations**  
Easily video-narrate PDF presentations or key documents when needed (otherwise video is optional). Redo slide if you made a mistake. Use built-in teleprompter to record longer videos.

**Data rooms**  
Attach any supporting files and links. Make it easy for your prospects and clients to find the right information quickly.

**Company profiles**  
Create company profiles with custom banners and info-packages tailored to different industries.

**Contact details**  
Show your contact info easily accessible by your prospects and clients.

**Custom CTAs**  
Add custom CTAs to drive prospects or clients to your calendar, sign up form, etc.

**Engagement analytics**  
See how prospects and clients interact with your PDFs.

**Feedback and Reactions**  
Collect feedback from prospects and clients. Feedback and reactions are not publicly visible.

**Share PDFs**  
Share any existing PDF presentations and documents.

**Live links**  
Share with a single link. Update files even after sharing your link. Get notified when your PDF is viewed. Turn off access anytime.

##### INSIGHTS FROM INDUSTRY EXPERTS

## Personalize illustrations, track engagement

Discover how top advisors use video PDFs to engage clients.

[Download audio](https://www.decklinks.com/wp-content/uploads/2024/07/How-to-use-DeckLinks-as-an-advisor-Reh-Bhanji-Desjardins-David-Lee-Desjardins.mp3)

[David Lee](https://www.linkedin.com/in/david-lee-689078111/)  
Desjardins

[Reh Bhanji](https://www.linkedin.com/in/reh-bhanji-cfp-clu-49505424/)  
Desjardins

## How to track documents

Easily share PDF documents and presentations and gain actionable viewer insights.

##### 1\. Upload a PDF file

Use any existing PDF document or presentation that you need to share.

##### **2\. Supercharge** (optional)

Add video narration, data room, company profile, CTA button, etc.

##### 3\. Share trackable link

Access engagement analytics. Make changes even after sharing your link.

##### DOCUMENT TRACKING

## Track engagement

Identify which clients are most engaged with your financial advice and refine your approach for maximum impact.

##### VIDEO NARRATIONS

## Bring financial insights to life

Easily create video walkthroughs of your financial reports, proposals, and market analyses. Ensure your clients fully grasp complex financial concepts and your personalized recommendations.

Video embeds

Embed video files or YouTube videos in your presentations or documents.

## Grow your financial practice faster

Captivate your clients with personalized experiences and help them feel more informed and empowered.

## Used by teams of all sizes

### See what our customers say about DeckLinks

**Sascha Hoffmann**  
B2MS  
> "When I started using video narrations and explaining my sales presentations and proposals the engagement increased on multiple levels."

**Ben Walter**  
Pocketed  
> "DeckLinks makes my life that much easier, saving me hours of back-and-forth and providing our partners a centralized data room to fall back on!"

**Alex Harris**  
Adadot  
> "We love DeckLinks and its one of those tools that has made a real difference in our sales process! It helps us remove complexity from our sales decks."

**George Suarez**  
Opnbx  
> "DeckLinks has been a game-changer for us. Document tracking makes it so much easier to prioritize sales opportunities and close deals faster."