Highlight your
impact
Showcase the value of product recommendations with proposals that make investments feel tangible and financial goals feel possible.
Build client-friendly proposals filled with educational content and meaningful metrics in minutes.
Bring product recommendations to life with interactive graphs and illustrations.
Earn client trust with proposals tailored to their unique needs and preferences.
Proposals built
for engagement
Personalized proposals in minutesBring tailored recommendations together by effortlessly configuring which metrics, charts, and tables appear in your proposal. Tie in a client's risk profile and financial plan for a complete picture of their investments and goals.
A consistent client experienceBuild brand loyalty by incorporating firm values throughout proposals. Plus, incorporated colors and logos ensure your brand story is told accurately and consistently throughout your enterprise.
Increased opportunities for engagementAdapt proposals to suit a client's comfort level and experience with investing by picking and choosing the information presented in a proposal. The personalized content presents multiple opportunities for connection and communication to nurture client relationships.
Present ESG analytics simplyEasily explain a product's ESG impact with interactive graphs. Using MSCI ESG Research, advisors can compare products across five key ESG metrics: Peer Ranking, Global Ranking, Ratings, Implied Temperature Rise, and Carbon Intensity.
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