Wealth Management Portfolio Proposal Tool

PPT enables wealth management investment advisers to tailor and propose new investment portfolio packages to their clients. The solution manages the workflow associated with these proposals as well as their content.

Define Standard Investment Portfolios

Create a set of standard portfolios each comprising multiple investment instruments/asset types; optionally differentiate by investment style or risk profile

Make New Proposals

Create individual proposals from standard portfolios, tailoring the content per client. Generate a proposal document with summary and benchmark historical performance

Manage Workflow and Status

Across the set of proposals that have been created & make live when accepted

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