Online Proposal Generator

Build Customized Investment Solutions

Envestnet's online proposal generator allows you to build customized investment solutions for clients utilizing a variety of investment solutions. Through a comprehensive 5-Step process, a detailed assessment of the client's financial profile is used to help determine an appropriate asset allocation strategy.

During the final steps of this process, an investment recommendation is generated that highlights the best investment solution for the client as compared to the current allocation. Once a solution has been selected, the outcome is a comprehensive investment proposal that details every aspect of the portfolio.