There are two ways to share your Brillian reports with your financial advisor, CPA, or other trusted parties: downloading the reports directly, or adding these individuals as users to your Brillian account.

If you signed up through your financial advisor's referral link, and granted them consent to see your information, then your advisor already has access to your reports. You don't need to send anything separately — they can log in and view your reports directly.

All generated reports — including your full valuation report, valuation presentation, and Edge Report — are available to download from the Reports tab on your business dashboard. You can download these files and share them however you prefer: email, file sharing, or in a meeting.

You can add other people to your Brillian account as an Admin, Service Provider, or Viewer on the Settings tab of your business dashboard. This gives them direct access to your reports and business information within the platform. To add someone, you'll need their first name, last name, and email address — they'll receive an email invitation and can accept with a click.