Infographic: Simplified Proposal Generation for Well-Diversified Portfolios
Proposal generation doesn’t have to be cumbersome and complicated. Our clear, step-by-step proposal system process empowers you to better understand client expectations, identify and pair relevant investment options, and communicate those recommendations to your clients.
By combining risk and market participation assessments directly within the portfolio builder, you’ll be able to build custom, well-diversified portfolios with confidence — in eight easy steps.
To learn more, download our infographic now!