A Guided Approach To Proposal Generation
We’ve simplified proposal generation with a clear, step-by-step process that helps you understand investor expectations, identify and pair relevant investment options, and communicate recommendations to clients.
Confidently Create And Deliver Well-Diversified Investment Portfolios
Easily construct portfolios with a step-by-step proposal process, from adding account information to generating proposal documentation to support your client pitch.
Multi-Strategy UMA Portfolios, Simplified
Our proposal builder is designed to make building multi-strategy UMA portfolios easier than ever. Learn about our unique UMA investment process, MMS™—designed to help advisors more easily prepare clients for any market scenario.
Ready for consistent and guided proposals?
Get in touch to learn more about our process-driven portfolio builder.