Proposal Generator
Finarion Proposal Generator is a tool for financial advisors to generate high-quality investment proposals aligned with your House View and tailored to client preferences. Regulatory-compliant recommendations for both portfolio rebalancing and new money.
• House View alignment and consistency
• Client-specific risk profiling and preferences
• Portfolio rebalancing and new money proposals
• Comprehensive narrative for client presentations
Why Choose Finarion Proposal Generator
Built for affluent and private banking clients, delivering personalized investment proposals that are easy to explain and understand
Every proposal reflects your Investment Office House View, encompassing both strategic asset allocation and individual investment selection.
Sophisticated risk profiling and investment strategy matching, combined with individual client preferences such as a preference for dividend stocks or technology investments.
Every proposal meets best investment practices and fulfills internal compliance checks.
Empowering Client Advisors
Generate compelling investment narratives that your advisors can confidently present to private clients. Each proposal includes comprehensive rationale, making complex proposals engaging and easy to understand.
House View & Investment Rules
Integrate your Investment Office's strategic views and compliance rules into every recommendation
Risk Profile & Investment Preferences
Each proposal is tailored to the client's risk profile and individual investment preferences
Client-Meeting-Ready Investment Proposals
Professional investment proposals with compelling narratives that advisors can present with confidence