How can you benefit?

Easy to use
Covers the entire spectrum of client acquisition
Builds portfolios from pre-approved products and securities

Proposal Generation

MODULE: PROPOSAL BUILDER >

WealthManager’s Proposal Builder is an easy to use tool that provides a wizard to quickly guide users through the proposal process.

Proposal Builder makes the entire client acquisition process more efficient and easier to complete.

Proposal Builder includes:

Risk Profiling
Capture of Multiple Investor Goals
Asset Allocation Strategies
Product Selection
Plan Execution
Active Monitoring
Plan Servicing

Proposal Builder also provides graphically rich sales presentations and custom reports.

PRACTICE MANAGEMENT

Advisors that use the WealthManager are better able to manage their books. Proposals can be automatically monitored and advisors can receive automatic alerts on changes, compliance violations, and material changes. This leaves the advisor more time for building relationships, and as a result, increase assets.

CONSISTENT BRANDING

Proposals are based on standard and customized templates. These professional reports can be pre-approved on a corporate level by management and/or compliance. Consistent branding reinforces the professional image and promotes a competitive advantage that advisors and financial institutions work hard to create.

Last page update: Mon 10-Dec-2007 11:42