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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.   

Market Participation Considerations
Market Participation Considerations

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

Client Risk Assessment
Client Risk Assessment

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. 

 

Financial Planning
Client Risk Assessment

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

Embedded Risk Scoring
Embedded Risk Scoring

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.

Customize Portfolios For Client-Specific Needs
Customize Portfolios For Client-Specific Needs

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. 

Simplified Investment Selection
Simplified Investment Selection

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).

Proposal Documentation
Proposal Documentation

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

 

Client Onboarding
Client Onboarding

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.

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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.