Tools to Help You
Proposal Generation
An efficient, effective business process is a key factor in your ability to respond quickly to the unique demands of high net worth investors. Fortigent's Portfolio Designer streamlines the proposal generation process, reducing the amount of time it takes to deliver comprehensive, customized investment proposals to prospective clients.
Developed specifically for advisors with affluent clients, Portfolio Designer is a proprietary, wizard-based tool that automates the mundane aspects of proposal preparation, dramatically minimizing the risk of error. With it, you'll be able to craft comprehensive, customized investment plans for prospective high net worth clients. The system then builds the entire proposal and supporting materials based on that investment plan. Reducing the number of repetitive, manual tasks involved in creating proposals will help you achieve increased productivity and cost savings, ultimately giving you more time to focus on building your practice.
A typical proposal consists of the following information:
Developed specifically for advisors with affluent clients, Portfolio Designer is a proprietary, wizard-based tool that automates the mundane aspects of proposal preparation, dramatically minimizing the risk of error. With it, you'll be able to craft comprehensive, customized investment plans for prospective high net worth clients. The system then builds the entire proposal and supporting materials based on that investment plan. Reducing the number of repetitive, manual tasks involved in creating proposals will help you achieve increased productivity and cost savings, ultimately giving you more time to focus on building your practice.
A typical proposal consists of the following information:
- Monte Carlo Analysis
- Asset Allocation Presentation
- Investment Portfolio
- Investment Portfolio Summary
- Investment Plan Detail (by Asset Style)
- Manager Overview
- Manager Comparison
- Manager Pages
- Fees & Expenses
- Notes & Educational Materials