The next step after you’ve compared and selected your investments is to generate a report that can be used to standardize and document your selection process and provide due diligence for Reg BI. Other use cases advisors have used Selector’s report for have been for audits, to back up a recommendation to a client or prospect, and when reviewing or making changes to their models.
To generate a due diligence report:
Click Generate Proposal in the bottom right corner > a PDF version will download onto your computer
Proposal Archive
You can find a copy of all reports downloaded in our Proposal Archive section
Go to Profile & Settings > click on Proposal Archive under Communications
Click the download icon under the Download column on the right
