Overview
SMArtX's proposal tool makes creating, customizing, and sharing investment proposals fast and intuitive.
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How To
Step 1: From the Dashboard - Select Build a Portfolio or Portfolio Builder from the left hand navigation.
Step 2: You will see the full library of available strategies in the left box titled Available Products.
Step 3: Begin building a proposal by dragging preferred strategies directly into your workspace on the right.
Continue to drag and drop each strategy to include it in the proposal lineup.
Step 4: Adjust the allocations for each manager or strategy by entering your preferred weight percentages. Set the portfolio blend to reflect your target mix.
Step 5: Generate performance data for the combined proposed portfolio. Instantly compare projected results against relevant benchmarks and review historical returns—all before delivering to the client.
Step 6: Click Generate Report button to create a client-ready proposal report.
Step 7: Add the details to the Create Proposal pop by adding:
Recipient Name
Ensure your name is aligned to the Advisor name
Add a Portfolio Name
Check the Include Individual Model Summaries to the proposal button
Select Create Portfolio Proposal button to create a pdf to share with your client/prospect.
Be sure to Save your allocation setup as a target portfolio so it’s ready for implementation.
This process streamlines proposal creation and comparison, making your client meetings more efficient and impactful. Use the proposal tool to visualize portfolios, save time, and deliver professional reports with confidence.