“Showing a client a proposed strategy so that they clearly understand objectives and potential benefits demands compelling metrics and personalization in a user-friendly format. Automation is needed to do this at scale and grow your practice.”
Analytics & Proposals
Pull in prospects and transition clients confidently into your strategies by starting with a tax-transition proposal.
Upload a client or prospect’s current portfolio and immediately generate an easy-to-understand, advisor-branded proposal to show them the path to be better aligned with their target model and overcome the tax barrier.
Generate a proposal that facilitates a consultative discussion of opportunities that may improve portfolio growth by illustrating and summarizing the potential savings and long-term impact on the portfolio.