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Proposal

  • 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
Proposal
  • Click on Generate the proposal tab
Proposal Tab
  • Under the select the accounts section you can add remove the accounts
Proposal 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.
Proposal Starting Values
  • 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
Proposal Matching Model
  • Under select benchmark, you can select the benchmark that you want to compare with the matching model and current portfolios
Select Benchmark
  •  Click on Generate the portfolio to generate on the proposal report
Generate Portfolio
  • To generate a PDF report click on PDF Report