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| PRODUCTS |
| SAGE |
SAGE (Simplified Allocation Generating Engine) is a web-based client profiling and
proposal generation system. It has been 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 an customized proposal
with tailored investment policy statement.
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Take SAGE Product Tour
Download sample proposal |
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| Key Features of SAGE |
- Efficiently administer client profile questionnaire via e-mail link to SAGE
- Examine client responses graphically for consistency and to highlight client misperceptions and unrealistic expectations
- Perform both traditional risk-based profiling and goal based (Monte Carlo Simulation) analysis and reconcile the two approaches
- Incorporate proper taxation, account fees & commissions into the simulation analysis
- Select appropriate asset allocation model and fill-it with appropriate investment products
- Rapidly generate a customized proposal with tailored investment policy statement
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| SAGE Benefits |
- Web Based - Generate and deliver proposals from any location
- Simple But Not Simplistic - Help manuals not needed
- Fast - Provide high quality, institutional-grade investment advice and deliver high quality proposals with a minimum time investment (Usually less than 15 minutes)
- Monte Carlo Financial Simulation - Full-featured goal analysis handles a myriad of account types and tax treatments, as well as various account fee and commission types
- Cutomized Proposals - Generate high quality, informative proposals with tailored investment policy statements that educate clients and help protect Advisor
- Spend Time Where It Counts - Selling & closing business, not creating custom portfolios, building proposals and performing client damage control
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| Pricing |
- The annual subscription price is $700. You may qualify for certain discounts or special offers. To learn more call us at (720) 733-6134 or e-mail support@fintap.com.
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| Quick Proposal |
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.
Features:
- Create unlimited number of cases for your clients
- Design your own custom allocations from our large selection of asset classes
- Quickly calculate historical performance and risk characteristics on any allocation up to 15 asset classes
- Generate FINRA Compliant Proposals
- Compare any two custom allocations
- Sort cases by name or date
- Save Custom Allocations for easy access
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Download sample Quick proposal
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