This release helps advisors win new business with a client-facing proposal report. The report showcases summary graphics and detailed investment data to bring credibility to your recommendations. Both retirement plan prospects and individual investors quickly see investment shortfalls, gaps in asset allocation, and suggested changes to achieve superior outcomes.
With the addition of the Prospects section to the Fiduciary Focus Toolkit™, you can more fully implement a prudent fiduciary process in your practice. Investment research, new client prospecting, IPS establishment and ongoing monitoring are all available to you right now within the Fiduciary Focus Toolkit.
To watch a 4 minute tutorial, click here.
To see a sample proposal report, click here.
To see the Q3 release notes, click here.
To watch the 60 minute release webinar recording, click here.