FAQs

Why are proposals important?

Sophisticated prospects rarely switch advisors based on promises alone, they need to clearly see what is wrong with their current portfolio and how you would improve it.
A strong proposal helps prospects understand their portfolio in ways they didn't consider, uncovering risks, inefficiencies, and opportunities. This creates additional reasons to make a change, builds trust through education and transparency, and helps shorten the sales cycle.

How does it work?

Upload a prospect's brokerage statement and client holdings using our template and choose the model portfolio you want to position against. The platform reads the holdings, analyzes the current allocation, and generates a polished side-by-side proposal. You give it your final touches, and it's ready to present.

Can I customize proposals with my model portfolios and logo?

Of course! Proposals are generated using your model portfolios and carry your firm's branding, so every presentation looks and feels like yours. Deeper customization and expanded analytics are unlocked at higher subscription tiers.