This new tool allows advisers to create custom investment proposals for their clients in 3 minutes or less. Advisers select funds from our investment lineup, include a Monte Carlo simulation to help support their investment or distribution recommendations, add supporting marketing content if they choose to and simply download the completed proposal to their desktop, or at the touch of a button, request a bound, color copy to be shipped directly to them. The investor’s name appears on the cover, inside introduction letter, and in the top right-hand corner of every page.
