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Proposals & Client Engagement

Streamline your workflow by effortlessly uploading client statements to extract data from both documents and images to create portfolios in seconds. Incorporate these directly into proposals and reports, crafting customized meeting materials that tell a compelling story, enhance understanding, and drive meaningful client engagement.
Portfolio Construction

Optimize portfolio holdings, allocations, and exposures to meet and exceed client goals. Test hypothetical replacements and contribution scenarios to refine strategies and continuously improve client outcomes.
Research & Analysis

Add efficiency to your workflow with pre-built comparison tables, fundamental charts, and investment screeners. Quickly evaluate opportunities, analyze performance, and deliver actionable insights.
Market & Position Monitoring

Keep your team aligned and informed with centralized access to market data, economic indicators, key holdings, your proprietary model strategies, and approved research lists. Easily share updates with clients and colleagues to drive informed decisions and ensure consistent communication.
Which best describes your firm or your role?
What’s your primary goal?
How we think
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