A Guided Approach To Proposal Generation

 

We’ve simplified proposal generation with a clear, step-by-step process that helps you understand investor expectations, identify and pair relevant investment options, and communicate recommendations to clients. 

PROPOSAL GENERATION

Build well diversified investment portfolios with a proposal generator that guides you through risk assessment, investment selection, stress-testing, and portfolio delivery.

Risk Questionnaire - Horizontal

CLIENT RISK ASSESSMENT

Evaluate client risk tolerances and time horizon with an intuitive assessment that can be completed in your office, or in the comfort of their own home - delivered via encrypted email.

Portfolio Risk - Horizontal

EMBEDDED RISK SCORING

Align client expectations to portfolio allocations with risk scoring that is embedded into each available investment option, and used to adjust the overall portfolio risk score—in real-time—as assets are assigned.

Stress Test - Horizontal-1

PORTFOLIO STRESS TESTING

Utilize our integrated risk intelligence tools to stress test a client’s existing portfolio and propose changes based on goals and market realities and convey upside and downside risks.

Proposal Output - Horizontal

CUSTOM PROPOSAL OUTPUT

Deliver and explain your recommendations to clients with a unique proposal package that can be white labeled to introduce your firm and provide a detailed overview of the included investment strategies.

Want to learn more about Fulcrum?

Schedule a Demo call with our team.
Schedule a Demo