"High-net-worth clients want more upscale, personalized materials, especially when it concerns their finances. Recognizing this fact, our proposal generator allows financial consultants to work with their clients to develop a customized proposal that complements their overall wealth management strategy," said Mark Costantini, SVP and general manager.
The proposal generator also determines the best account for the clients needs and presents a comparison between the proposed accounts and the clients existing holdings. Advisers have the option of printing a copy of the proposal immediately or having a bound version shipped.
