Investment Proposal Generation?

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Jan 14, 2010 4:33 pm

What are you guys using for Investment Proposal Generation?  Looking for something where reps can customize the allocation and not just be thrown into some model.  Would like the reps to also be able choose the MF, ETF (or even SMA) that they want to plug in.  Any help would be appreciated.  Feel free to PM, if that is better for you.

Jan 15, 2010 8:24 pm

Morningstar Office, or Principia is very strong, so is Zephyr. The key issue is the amount of data the system gets on the underlying holdings. Zephyr gives you a bit more control on the output, but the information is better from Morningstar.

Sep 3, 2015 7:19 pm

Once you have generated your investment proposal you can track if your client has read your proposal using Saydoc.com. It'll let you know when your prospect has viewed the proposal and how long they spent on each page in real-time. That way you can follow up when you're top of mind. Instead of just following up randomly not knowing if they read your proposal.