PROPOSE AND PLAN

PROPOSE

Our proprietary proposal guides you to build multi-strategy portfolios that attempt to meet the behavioral and asset-based needs of investors.

The system produces an easy-to-use guide that defines each portfolio strategy’s role in helping your clients reach their goals.

PLAN

Our goals-based software allows you to gain valuable insight into investors’ risk capacity, target return, and maximum drawdown, so you can build more suitable portfolios.