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Creating Impactful Client Proposals

Session Speakers
Session Description

Why Attend
Discover how to leverage a complimentary tool on schwabadvisorcenter.com to develop client proposals rich in detail that clients will both understand and appreciate.

Session Details
Creating personalized presentations that your clients will value has become a complicated and expensive process. The complimentary Investment Proposal Center (IPC) tool, powered by Informa Investment Solutions, Inc. and available at schwabadvisorcenter.com, will provide your clients with highly integrated analytics, including Monte Carlo simulations and proposed asset allocations based on mean variance optimization. The IPC tool allows you to research and analyze thousands of money managers and investment products across the separately managed account, mutual fund, and ETF spaces using Morningstar data. Learn to use this robust tool to help create proposals you can further customize with your firm’s commentary, brand, and additional materials.

This 45-minute session is scheduled to take place on The Exchange showcase stage. After the session, continue the conversation by visiting us in the Investments area of the Schwab Center.

The Investment Proposal Center ("IPC") is provided by Informa Investment Solutions, Inc. ("Informa"), an independent financial services firm and a wholly owned subsidiary of Informa Financial Information, Inc. IPC is licensed from Informa by Charles Schwab & Co., Inc. ("Schwab"). Informa Investment Solutions, Inc. is not affiliated with Schwab. 

 

Additional Information
Not Available
Technology Showcase Session
45m
Session Schedule