Building proposals

The Fi360 Toolkit has a Proposal Generator that compares two investment lineups side-by-side. The report can compare Fi360 Fiduciary Scores, performance, expenses, and other metrics. This process shows a third-party comparison of investments and assists in winning new business.

Begin by clicking on the My Proposals section in the top navigation bar of the Toolkit > Click the create function on the right-hand side of the page > Input information into the required fields > Create your proposal > Define the first portfolio or lineup by pulling in an existing client from My Clients, upload via Excel, use a Recommended Lineup + Model Portfolio, or manually adding tickers > Define the second portfolio using the same process > Definite the optional mapping or dollar allocation section.

Generate the Proposal Report on the My Proposals homepage by clicking on the red PDF symbol and selecting report sections. Any open proposals are editable and completed proposals are archived in the My Proposals section of the Fi360 Toolkit.

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