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— 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.