Wealth Management

Prepare client reviews, build financial plans, and generate investment proposals

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Prepare client reviews, build financial plans, generate investment proposals, and optimize portfolios for wealth management workflows.

You can use Wealth Management to:

Client Review:
"Prepare a quarterly client review for the Johnson family account"

Financial Plan:
"Build a comprehensive financial plan for a couple retiring in 10 years with $3M in assets"

Investment Proposal:
"Draft an investment proposal shifting from 60/40 to a more alternatives-heavy allocation"

Tax-Loss Harvesting:
"Identify tax-loss harvesting opportunities across our equity positions"