SAGE (Simplified Allocation Generating Engine) is a web-based client profiling and proposal generation system. It is designed to empower financial professionals to quickly and easily assess a client's risk tolerance; perform goal-based, Monte Carlo simulation analysis; determine an appropriate asset mix and generate a customized proposal with a tailored investment policy statement.

Quick Proposal empowers a Financial Advisor to input an asset allocation and rapidly generate a FINRA compliant proposal describing the historical performance and risk characteristics of that allocation. Any two portfolios can be evaluated simultaneously, useful in comparing a prospects existing portfolio with a suggested allocation. Quick Proposal includes many different asset classes and investment styles, providing a historical perspective over a time frame greater than 30 years.