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Provides the home office the ability to manage the
proposal process from data collection through generation and
delivery of proposals for advisors in the field. Several configuration
options are available for the sponsor.
Quarterly separate account and mutual fund data updates are
now available two weeks earlier.
New report pages are available including trend area and style
drift, for the proposed blend of products, as well as the
individual products. Other new pages compare the factor weightings
and style drift between different products.
Advisors how have the ability to save their custom asset allocations
to use again for other clients.
Advisors how have the ability to save their custom asset allocations
to use again for other clients.
These features are new role entitlements that allow the user
the ability to upload a logo to display on report pages, upload
their own footnote disclosure to appear on the cover page
or on the standard pages, and upload custom PDF reports to
include with their proposals.
Provides a new, improved way for advisors to manage their
client proposal activities as well as providing an improved
system navigation experience.
Provides the ability to compare a client’s current portfolio
of invested assets vs. a proposed portfolio.
Provides the ability to compare multiple allocation scenarios,
including Current, Profiled, Proposed and Alternate proposed
portfolios.
Provides the ability to optimize Asset Allocation models.
Provides the ability to run Monte Carlo Simulation on Asset
Allocation models.
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