Connect to a new generation of investors with graphic proposals. Allowing informed decision-making and co-creation with your client in every step of the process. Create, modify and download your proposals with one click.
Research
Let us be the compass that guides you towards effective portfolio management. Harness real-time data and cutting-edge analytics to uncover investment insights, evaluate market trends, and fine-tune your strategies.
Key benefits
-
Craft polished proposals effortlessly
-
Streamline the proposal creation process
-
Maintain a consistent and professional brand image
Key features
- Dynamic Content Customization
Personalize proposals with dynamic content customization, adapting each document to client needs - Your Branding Everywhere
Including branded proposals with a personalized look and feel
- Open to Modifications
Download your proposal in a Word document to add your own touch
Process diagram
-
Pick a strategy from top investors or create your own
-
Download your proposal
-
Modify insights, graphs and texts
-
Have well-informed conversations with your client
Product specifications
-
+30 customization factors
-
Generative AI for written section
-
+2000 Montecarlo simulations