While opening and viewing PDF files is fairly straightforward, editing them is another story, with most basic PDF readers offering only limited functionality. Nearly all of the most commonly used platforms and devices have some sort of built-in PDF viewing functionality, whether you're using Windows, MacOS, Android, or iOS. As advisors, we're likely using and sharing PDF files on a daily basis, from portfolio and investment analyses, to financial-planning deliverables or supporting documentation, to account statements, tax returns, and beyond. Created by Adobe a full 26 years ago in 1993, the Portable Document Format, or PDF, still reigns supreme as the file format of choice for documents you need to look the same on every device or app.
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