Prospects

The Fi360 Proposal Report gives you the ability to win new business with a clear, credible PDF that clients quickly understand. 


Watch this tutorial to see it in action!


You will notice two tabs within your prospect:

  • Accounts
    • The investments you enter under Accounts will show as the Current investments in the proposal report. 
    • If more than one account is added to this tab, the output will feature an aggregated view of the accounts.

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  • Proposals
    • The investments you enter under Proposals will show as the Proposed investments in the proposal report. 
    • You can make multiple proposals reports for the same account(s) by adding more than one proposal to this tab. This can be used to highlight different creation dates, or provider platforms.

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