Transform your investment proposal generation, client acquisition and client onboarding capabilities.
Regardless of your role in the wealth management value chain, new client acquisition is a top priority. Good technology is becoming increasingly critical in attracting and retaining new clients. Clients expect better service, faster results and greater transparency – and they are not afraid to shop around. Your ability to compete starts with the first impression you give during investment proposal generation.
With the FDx Propose module of the FolioDynamix unified wealth management platform, you gain a robust integrated investment proposal generation and investment policy statement (IPS) management tool that allows you to easily and effectively create customized proposals – individual or household – for each of your clients, while reflecting a truly personalized asset allocation that fits their specific risk tolerance and financial goals.
Key features of FDx Propose include:
- Customized model, program and product selection
- Flexible or fixed investment proposal generation paths
- Custom risk tolerance questionnaires
- Multiple investment programs presented in a single proposal
- Household-level proposal generation
- Individualized IPS with client-specific restrictions
- Robust asset allocation capabilities
- Ability to easily refine proposals in collaboration with clients
- Automated client onboarding after proposal acceptance
FDx Propose gives advisors the technology toolset they need to capture their expert advice, more efficiently manage multiple prospect and client activities, and propose the right solution for each client’s needs with increased effectiveness and transparency. For more detail, read our two-part blog post on investment proposal generation – including key business factors to consider and prop gen technology features that will give you a competitive edge.
Effective prospecting and new client onboarding are critical to your ability to grow your business — don’t settle for outdated technology, processes and information. Contact FolioDynamix today.
