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Proposals

Proposals unifies portfolio construction, tax-aware transition analysis, and client-ready deliverables into a single, streamlined experience. Build multi-account, household-level proposals that turn complex investment decisions into clear, actionable recommendations.

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From Proposal to Implementation

Turn portfolio strategy into action with unified, tax-aware proposals.

  • Guided Proposal Creation

    Create proposals with an intuitive, step-by-step workflow that guides you from inputs to final output, reducing errors and manual effort.

  • Multi-Account Architecture​

    Build and present proposals across multiple accounts with unified views and coordinated transition strategies.

  • Integrated Tax Transition Analysis

    Model and visualize tax impact with built-in transition analysis, including capital gains budgets and optimized portfolio changes.

See Proposals in Action

From inputs to client-ready output, click through the interactive demo to see how advisors build, analyze, and deliver tax-aware, multi-account proposals in a single, unified workflow.

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Frequently Asked Questions

What has changed?

Proposals is a unified solution that combines portfolio construction, tax-aware transition analysis, and client-ready proposal generation in a single workflow. Unlike the prior Tax Transition tool, which focused primarily on transition analysis, Proposals enables you to build, analyze, and present recommendations across multiple accounts—without switching between tools.

Can I create proposals across multiple accounts or households?

Yes. Proposals is designed to support multi-account proposal creation, allowing you to model and present coordinated investment strategies across a client’s full portfolio. This provides a more complete and cohesive view of recommendations and outcomes.

How does Proposals handle tax-aware transitions?

Proposals includes built-in transition analysis that helps you evaluate the tax impact of moving from a client’s current portfolio to a proposed allocation. You can incorporate capital gains budgets, analyze tax implications, and identify opportunities to improve after-tax outcomes—all within the same workflow.

How does Proposals improve the proposal creation process?

Proposals replaces manual, spreadsheet-driven workflows with a guided, intuitive experience that walks you from inputs to final output. Automated data handling, integrated tax logic, and pre-built templates help reduce errors and significantly shorten the time it takes to create high-quality, client-ready proposals.