Engage directly with the tool using conversational commands to obtain insights, ask questions about the portfolio, and make real-time adjustments.
Build or pre-load model portfolios and strategies, then customize them to meet each client's unique needs and preferences, streamlining the personalization process.
Build and send personalized questionnaires to capture crucial client information like risk tolerance and sentiment, enhancing your proposal process with richer insights.
Create portfolio proposals that go beyond just risk scores—directly link strategies to clients' financial goals, leading to deeper conversations.
Close the loop after acceptance by generating trade orders and tracking progress to ensure precise execution of proposed portfolio allocations.
