Select the client that you need to generate the proposal for
Under the client level, select the client accounts that you need to generate the proposal for
Click on Generate the proposal tab
Under the select the accounts section you can add remove the accounts
Under the Starting value and Starting date, you can adjust the total values of the selected accounts or adjust the starting date that you want your generated proposal report to start from.
Under the select a matching model you can select the model that you want to compare the current client portfolio that closely matches the current portfolio composition in terms of risk score
Under select benchmark, you can select the benchmark that you want to compare with the matching model and current portfolios
Click on Generate the portfolio to generate on the proposal report
This website uses cookies to improve your experience. We'll assume you're ok with this, but you can opt-out if you wish.AcceptRead Our Cookies Law Policy
Privacy & Cookies Policy
Privacy Overview
This website uses cookies to improve your experience while you navigate through the website. Out of these, the cookies that are categorized as necessary are stored on your browser as they are essential for the working of basic functionalities of the website. We also use third-party cookies that help us analyze and understand how you use this website. These cookies will be stored in your browser only with your consent. You also have the option to opt-out of these cookies. But opting out of some of these cookies may affect your browsing experience.
Necessary cookies are absolutely essential for the website to function properly. This category only includes cookies that ensures basic functionalities and security features of the website. These cookies do not store any personal information.
Any cookies that may not be particularly necessary for the website to function and is used specifically to collect user personal data via analytics, ads, other embedded contents are termed as non-necessary cookies. It is mandatory to procure user consent prior to running these cookies on your website.
Get Started with StratiFi Compliance IQ
Tell us a little about yourself and our team will reach out shortly!
Access the Webinar: Transform Your Practice With Modern Technology for Modern
Fill out the form below to access the BridgeFT + StratiFi webinar!
Access the Webinar: Transform Your Practice With Modern Technology for Modern
Fill out the form below to access the UX Wealth Partners + StratiFi webinar!
Access the Webinar: Risk Analysis Software + CRM
Fill out the form below to access the Wealthbox + StratiFi partner webinar!
Save 30% and Start Providing Value to Your Clients!
Save 30% on our Professional Plan for the next 48 hours! Get access to:
— Unlimited clients in held away account sync
— Compliance pack
— Templates
— Business analytics pack
— Team communication
— And more!
Don't worry, you can still come back and finish watching the webinar!
Access the Webinar: Build Better Portfolios and Cultivate Stronger Client Relationships
Fill out the form below to access the CircleBlack + StratiFi partner webinar!
Login
Accessing this course requires a login. Please enter your credentials below!
