After your client completes a risk assessment and you have made an investment recommendation, the last step is to generate a personalized investment proposal.
How to Create a Proposal
From the home screen:
Select a client > click Proposals > select an account to create a proposal for (the default is 'All Accounts':
Select from a variety of templates (the default is the IPS or Investment Policy Statement):
Customize the proposal by editing the main page, selecting/un-selecting content to include, and changing the titles of sections:
4. Click Generate Proposal to download a PDF (to save, email, or print for your client).
If a client hasn't completed a risk assessment...
If a client hasn't completed a risk assessment and you'd like to generate a proposal by using their current portfolio:
Click Proposals > Select to either Generate a Recommendation or Upload Current Portfolio
This will take you through the steps of selecting a model from your Active Model list for a recommendation, or
uploading the client's account to generate a Current Portfolio Report.