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All > Proposals & Investment Policy Statements > How To Generate A Proposal

How To Generate A Proposal

1. Go To The Client Detail page

How To Generate A Proposal

2. Click on Generate Proposal

How To Generate A Proposal Creations

3. Select the accounts you want to include

Generate A Proposal Select

4. Select the starting value and starting date (this is a date in the past that is used for the analysis)

Data Analysis

5. Select the model you want to include

Select Model

6. Select a benchmark

Select a Benchmark

7. Generate the Proposal

Generate A proposal

8. Save as PDF using PDF Report

Save as Pdf.