After your client completes a risk assessment and you have made an investment recommendation, the last step is to generate a personalized investment proposal.
Generating a Proposal
After reviewing the model recommendation and ensuring the client or prospect is placed in the correct model, follow the steps below to generate a proposal:
Click Generate Proposal in the top right corner of the Recommendations page or click on the Proposals tab:
Select from several Proposal Templates using the dropdown under IPS. The default is an Investment Policy Statement:
In addition to the IPS, which compares a current portfolio to a recommended portfolio, the other proposals available include:
Snapshot IPS - shorter, condensed version of the IPS
Current Portfolio - summary charts and data of a client's current portfolio
Plan Proposal - proposal highlighting retirement planning journeys
Generic Report - proposal containing every available element checked on
To edit the client name, the advisor's name, or the advisor's email address, click the pencil icon to the right of the proposal > make the necessary changes > click Save.
Hover over any section in the proposal outline to change the name of the element, which will update the Header of that section:
Once you've reviewed everything and you're ready to download, click Generate Proposal in the bottom right corner to download the proposal a PDF (to save, email, or print for your client).
Generating a Current Portfolio Proposal
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.