What problem does it solve?
Financial advisors and wealth management professionals waste hours manually creating inconsistent, generic investment proposals for prospective clients that fail to address each prospect's unique financial situation and goals.
Core Features & Use Cases
- Standardized 6-Section Framework: Guides users through building proposals covering firm overview, client needs assessment, proposed investment strategy, expected outcomes, fee structure, and onboarding steps.
- Prospect-Specific Customization: Provides tailored guidance for different client profiles, including retirees, corporate executives, price-sensitive clients, and those with concentrated stock positions.
- Compliance Built-In: Includes mandatory disclaimer requirements and pre-presentation compliance review steps to meet regulatory standards.
- Use Case: A wealth manager preparing for a meeting with a new high-net-worth prospect focused on retirement growth can use this skill to generate a compliant, personalized proposal in minutes instead of hours.
Quick Start
Use the investment-proposal skill to create a tailored investment proposal for a 45-year-old new prospect with 5 million RMB in investable assets, moderate risk tolerance, and a focus on long-term retirement growth.
