This video runs through a demo of the Quick Proposal
The Quick Proposal was designed as a digital, interactive brochure.
You can run the Quick Proposal by selecting this option from the left hand navigation, or by selecting "Generate Quick Proposal" under the Portfolio Advantage logo.
Quick Proposal is intended to establish that there may be an opportunity to improve this clients long term investment tax efficiency. The next step will be to ask for detailed statements so that you can run further analyses.
Even if a Prospect has a great Taxficient Score, isn't worth showing them so that you can focus on other areas to add value? Clarity can be the one thing that inspires a client to move forward.