Developing asset allocation proposals for high-net worth clients just got easier for wealth management professionals. Investment Technologies’ PropGen, the newest addition to our suite of optimization and reporting applications, helps financial institutions and their advisors deliver advice efficiently and easily to their wealth management clients.

Improve your advisors’ competitive advantage with PropGen’s tailored investment solutions in an easy-to-understand proposal. Preparing asset allocation proposals is streamlined so advisors can devote more time to developing new relationships and servicing existing ones.

And you keep control over global inputs, like asset assumptions, weighting constraints, and portfolio selection rules, to insure suitability and consistency in advisor recommendations.

PropGen’s modular, scalable design means you avoid costly systems development and integration. We’ll deliver PropGen to suit your company’s requirements, as a stand-alone application or integrated with your company’s CRM and client-servicing databases.

Contact us today to learn more about how PropGen can help your organization leverage your investment products and sales force and provide your clients with personalized investment solutions.