Ability to Print different screens | Voters

Ability to Print different screens

Brett Wysopal, CFP, EA, ECA

It would be great to have the ability to "print" different pages to PDF. An example would be the goal mapping page. It's a powerful visual to be able to pass along to clients.

If not, it would be nice to be able to add it to the templated pages that we can create as outputs for the client.

April 29, 2026

Taylor Stewart

Brett Wysopal, CFP, EA, ECA Noted down. Quick question for you. Do you prefer the view in the screenshot you sent to the visual i'm attaching below?

Brett Wysopal, CFP, EA, ECA

Taylor Stewart I think both are valuable. For the specific client I shared from that photo, they have a lot of accounts, so in the view you shared, the financial independence tree is quite long from a vertical perspective, which makes the screenshot I shared more visually appealing.

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