A Guided Approach To Proposal Generation

Frame the investment discussion with a short market participation assessment that helps clients think about the role of diversification in their portfolios.

Evaluate client risk tolerances and time horizon with an intuitive assessment that can be completed in your office, or in the comfort of their home—delivered via email. 

Identify and track client income goals, like retirement savings and debt management, for consideration in your investment portfolios.

Align client expectations to portfolio allocations with risk scoring that is embedded into each available investment option, and used to adjust the overall portfolio risk score—in real-time—as assets are assigned.

Choose to add a tax efficient sleeve to your proposal, either through custom index replication or strategist-managed direct indexed models. Also, add ESG screens to further customize portfolio allocations to better align with client values. 

Easily filter, select, and blend strategies to align with risk and market participation preferences with an intuitive investment picker that segments options by mandate—Strategic, Tactical, and Diversifier.

Or build your own model templates for use across your client base, through our Overlay Model Management dashboard, which allows you to create custom strategy blends, add them to proposals, and seamlessly manage underlying client portfolios assigned to each overlay. When an overlay model is updated, all client portfolios assigned to that model will update to reflect the change(s).

Deliver and explain your portfolio recommendations to clients with a unique proposal package that can be tailored to introduce your firm, deliver our unique, three-mandate diversification UMA story, and provide a detailed overview of the included investment strategies.

Onboard new clients seamlessly within the proposal builder, or opt for our guided new account wizard, both of which offer DocuSign integrations to make account opening quick and easy.