The Fastest Path to Smarter Portfolio Proposals
Our intuitive 4-step portfolio proposal tool makes investment planning simple and efficient. From data input to proposal delivery, our streamlined process saves time and enhances accuracy.
Our intuitive 4-step portfolio proposal tool makes investment planning simple and efficient. From data input to proposal delivery, our streamlined process saves time and enhances accuracy.
Portfolio Optimizer is an efficient, data-driven proposal tool that simplifies workflows and delivers clear, client-focused plans.
This powerful starting point takes just a few clicks to capture all holdings in a client’s existing portfolio.
Set the client’s investment strategy, risk preferences, and allocation goals to build a proposal aligned with their objectives.
Deliver or receive recommendations for portfolios that align with the defined strategy—saving time and delivering personalized solutions.
Review and compare multiple portfolio options side-by-side to confidently choose the most suitable solution for the client’s needs.
Implement branding and marketing guidelines with intuitive admin tools designed for enterprise needs.
Quickly elevate your portfolio presentations with built-in enterprise-level options that tailor this powerful tool to your needs.
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