Advisor Proposal Generator (APG)

Product Type:

Investment Analytics Tool | Risk Tolerance Assessment Tool | Proposal Generation

Gather Contact Information
Determine an Investor’s Risk Profile
Analyze Existing Assets
Determine whether or not such accounts are out of alignment with stated risk tolerance levels.
Build Proposed Accounts
Choose a pre-defined model allocation or design a custom allocation on-the-fly.
Compare and Contrast
Generate Professional Proposal, Investment Policy Statements and Fact Sheets with ease.
Customize
Easily modify colors, logos, questions, answers, models and more.
Generate Portfolio & Investment Analytics including
Hypothetical vs. Actual Performance based Risk vs. Return and MPT statistics such as Alpha, Beta, R2, Sharpe Ratio, Up and Down Market Capture, Information Ratio and more.

INTEGRATION:

Albridge Wealth Reporting, Black Diamond, Orion Advisor, eMoney Advisor, Veo from TD Ameritrade Institutional, Salesforce, Redtail.

PRICING:

$1,820/year

FREE TRIAL AVAILABLE?

Yes.

CREATED BY:

AdvisoryWorld

COMPANY ABOUT US:

We are dedicated to providing Investment Analytics, Portfolio Modeling and Proposal Generation applications designed to help advisors attract and retain more assets.

CONTACT:

Phone: 800-480-3888

E-mail: [email protected]