Thomson Reuters Proposal Generation
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Thomson Reuters Proposal Generation is an innovative sales proposal tool that allows you to create multi-asset investment proposals rich in content within minutes. Picking the right mix of investments to match a client's personal time horizon and risk tolerance can be challenging. With Proposal Generation, you have access to Thomson Reuters comprehensive database of mutual funds, variable annuities and stocks to develop a financial roadmap your clients can understand.
With Thomson Reuters Proposal Generation, you can:
- A single source - Offers a single proposal tool for all securities and products offered by a firm for multi-asset class proposals with a simple to use, intuitive interface.
- Robust client-ready reports - Delivers easy to understand reports that gain customer confidence and grow assets under management.
- Firm level compliance - Highly configurable to support firm controlled content, methodology and investment programs.
- Integration - Seamlessly integrates with Thomson ONE, integrates firm provided recommendation models, and methodologies along with Lipper Awards and Lipper Leader scores that effectively identify funds that meet the needs of the investor. BETA Systems users get the added benefit of incorporating our industry trusted back-office data.
- Implementation - Takes it to the next level of plan implementation by integrating firm provided methodologies (questionnaire, scoring models, investor models, profiles and proprietary products) in recommendations for new accounts.
Why choose Thomson Reuters Proposal Generation?
The combination of financial planning, portfolio management and proposal generation takes up one-third of an advisor's time. Advisors are faced with inefficient processes and a low level of technology integration. Firms could benefit greatly from improving their proposal generation process and toolset that provides:
- A consistent approach to create and manage investment proposals
- Support for multiple proposals specific to the security and/or product types
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