Proposal Generation Manager from Fiserv is an end-to-end investment planning and proposal tool that generates deep and powerful Morningstar® analytics into rich, graphical proposals and actionable advice.

 

Overview

How much time would your firm save if there was a one-stop-shop for all of your investment planning needs? With Proposal Generation Manager, you have access to a broad database of portfolio holdings, structure and analytics to develop investment proposals that will impress your clients. Fulfillment of investment recommendations is easy, whether you are generating a trade report, integrating the tool into an order management system or using the Unified Wealth Platform from Fiserv.

Proposal Generation Manager presents a customer's personal information, risk assessment, assets and assumptions in a clear, easy-to-navigate format. With an intuitive and innovative design, advisors can view a single page of consolidated information or detailed security fact sheets. Proposal Generation Manager displays a true-to-life view of your customer’s entire household assets.

The application is highly scalable across the enterprise, supporting multiple advisors and accounts. Proposal Generation Manager is designed to support a wide range of investment products, from discretionary, managed and custom programs to non-discretionary investment proposals.

 

Features

  • Intuitive integration: User-friendly, adoptable interface, backed with best-in-class Morningstar data
  • Flexible model portfolio: Rebalance portfolios using predefined, custom models configurable by the home office
  • Financial recommendations at your fingertips: Showcase products closely matching each customer's financial needs. Diverse product recommendations can accommodate various product types, including mutual fund advisory (MFA) and unified managed account (UMA)
  • Unparalleled content: Extensive portfolio analytics, portfolio construction per account and trade reporting to fulfill product recommendations
  • Increased productivity: Generate well-designed, client facing proposals in 15 minutes or less
  • Integrated with Model Management: Updates to investment models within Model Management from Fiserv will reflect in real time
  • Measurable performance returns: In addition to exchange traded fund (ETF), mutual fund and individual equity performance from Morningstar, Proposal Generation Manager shows the actual gross and net composite performance returns for separately managed account (SMA) and unified managed account (UMA) products

For more information on AdvisorVision or other wealth management solutions from Fiserv, call us at 800-872-7882 in North America, +44 (0) 845.013.1200 in Europe, and +65 6533.9288 in Asia and Australasia or Contact Us.

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