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Investment Proposal Software

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Jan 11, 2009 4:56 pm

What do you indy’s use as an Investment Proposal for your clients.

  Money Guide Pro just ends with the recommended Asset Allocation.  I need to then take that recommended allocation and put together a proposal that suggests that the client invest $X into ABC Fund/ETF as part of the Large Cap Growth segment of the portfolio, etc, etc..  I would then like to get a hypothetical return profile of the recommended investments over the last 5 years vs index performance, to give the client an idea of how the portfolio would have performed.
Jan 11, 2009 11:48 pm

Are you serious? 

Jan 28, 2009 7:22 pm

dude – doing that ur workin for free!!!

  I hope you use an alpha filter to select your portfolio assets before you optimize em a la Markowitz...
Jan 28, 2009 7:25 pm

U better make all your comparisions using RAR too!!!

  U know you can stuff likethat your self -- if U know how to use CHART inexcel, and if compliance will let you, which they probably won't....
Mar 24, 2009 9:55 pm

[quote=Hank Moody]Are you serious? 

For a true IPS try IPS Pro.  I think you are looking for a hypo modeling tool.  I thought Money Guide Pro had some of that.  Can them and find out.  There are other tools, I need to look them up to make sure.  Will write back.

ash - The Breakaway Experts

Mar 25, 2009 4:03 am

Portfolio management software is generally pretty expensive, but getting less so. The question is what you want it to do - be a "sales tool" or act as trade generation software.

As a sales tool, if you want to show specific portfolios of investments and compare them to current holdings, Morningstar Advisor Workstation is probably what you're looking for. Other options would be Zephyr Allocation Advisor and a number of other small players. These tools are generally ~$5k a year. Sometimes, specific fund companies will provide a free tool (provided you only use their funds) and I recall that Barclays iShares has an online proposal generator.   Trade generation tools are often provided by custodians like schwab and broker/dealers like LPL, but if you don't want to be tethered to a particular custodian, then Tamarac or Advent Moxy are two major options. These are generally 2x as much and are inferior on the client education / sales side.   Most other financial planning software will allow you to show specific model portfolios and will outline the adjustments required to bring a portfolio over to a model. But, there won't be much more than MGP offers.
Mar 25, 2009 3:57 pm

Informa PSN

Apr 4, 2009 9:40 pm

Frontier Analytics will allow you to show a recommended asset allocation and then a proposal that shows what investments you are recommending in each asset class.  However, it won’t give the hypo that I think you want.

  For the hypo part I use Thomson One or Principia Pro. Both are pretty cheap to buy.
Sep 3, 2015 11:24 pm

Hey guys, just my two cents… a lot of good recommendations for asset allocation. A good software to tell if your prospect has read the proposal is You can see in real-time when they read the proposal so you can follow up when your top-of-mind. Thus moving along the clients that are stuck in decision making hell.

Dec 28, 2016 9:41 am

''m2Advisor'' by m2Wealth International is also a truly affordable yet robust investment proposal software which offers asset allocation, CRM, portfolio re-balanacing, compliance and etc.