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Proposal Intelligence

Turn Portfolio Recommendations Into Client Confidence

Create professional, data-driven investment proposals that compare portfolios, preview recommended trades, and clearly demonstrate the value behind every recommendation.

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Investment Clarity
Risk Alignment
Client Confidence
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Core Advantages

Everything You Need to Build Better Investment Proposals

Deliver personalized proposals that simplify complex investment recommendations for every client.

Portfolio Comparison

Compare current holdings with recommended portfolios, helping clients clearly understand allocation changes and the rationale behind every investment recommendation.

Scenario Planning

Evaluate multiple portfolio scenarios under different market conditions, risk assumptions, and allocation strategies to support more informed investment conversations.

Trade Preview

Present proposed buys and sells before execution, giving clients complete visibility into how portfolios will transition toward target allocations.

Risk Alignment

Demonstrate how recommended portfolios align with each client's investment objectives, risk tolerance, IPS, and long-term financial goals.

Client Documents

Generate polished, presentation-ready proposal documents that advisors can confidently use during prospect meetings, onboarding discussions, and portfolio reviews.

Solution Features

Designed for More Meaningful Client Conversations

Equip advisors with clear portfolio comparisons, suitability analysis, and professional proposal documents that simplify recommendations and strengthen client decision-making.

Current vs. Proposed Portfolio Comparison: Visually compare existing portfolios against recommended models to clearly communicate allocation changes and investment strategy improvements.
Multi-Scenario Analysis: Present alternative portfolio scenarios based on varying market assumptions, risk levels, and allocation strategies for more informed decision-making.
Recommended Trade Preview: Display the proposed trades required to transition portfolios, giving clients transparency before investment changes are implemented.
Suitability Analysis: Validate that recommendations align with client objectives, investment policy statements, risk tolerance, and expected investment horizons.
Professional Proposal Generation: Produce polished proposal documents that advisors can share during prospect meetings, onboarding sessions, and ongoing portfolio reviews.
Solution Features

Business Impact

100%
Client-Ready Proposal Documents
Current vs. Target
Portfolio Comparison
Multiple
Scenario Evaluations
Risk-Based
Suitability Validation
Advisor Benefits

Helping Advisors Win Client Confidence Faster

Intro: Simplify investment recommendations with proposals that improve transparency, demonstrate suitability, and support more confident client decisions. challenges.

1

Simplify Complexity

Transform complex portfolio recommendations into clear, visual proposals that clients can easily understand and evaluate.

2

Build Trust

Support every recommendation with portfolio comparisons, suitability analysis, and transparent trade previews that increase client confidence.

3

Accelerate Onboarding

Generate professional proposal packages faster, helping advisors move prospects to funded accounts with greater efficiency.

Ideal For

Built for Modern Advisory Teams

Whether you're presenting to prospects or existing clients, Proposal Generator helps deliver consistent, professional investment recommendations.

New client onboarding
Prospect presentations
Portfolio review meetings
Investment recommendation discussions
Model transition proposals
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Deliver Investment Proposals Clients Understand and Trust

Turn portfolio recommendations into professional, client-ready proposals that support better conversations and more confident investment decisions.

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