Investment Proposal Generator demo

What the demo shows

Reads a prospect's held-away statements and drafts a fee and risk proposal for the advisor

A Portfolio X-ray for each prospect: today's holdings on the left, X-rayed for what each really costs, which funds overlap and where the money is concentrated; the proposal on the right with every alternative one click away; a strip in the middle that states the difference in plain terms, every number cited. Seven agents read the statements in their own language, look up each fee in its prospectus, test risk fit, plan the transition, draft the proposal and check its marketing language. The advisor approves, a registered principal reviews, and only then does the client receive it.

Transcript

1. 0:00Investment Proposal Generator reads a prospect's statements and drafts the advisor's proposal.
2. 0:09Retyping takes hours, and RegBI wants each recommendation's costs and alternatives on file.
3. 0:18Lorraine Vance sent three statements.
4. 0:21The German one is cited beside the English.
5. 0:25The X-ray finds nine overlapping large-cap funds and 10% in one stock.
6. 0:33Each cost comes from the fund's own prospectus, fee table.
7. 0:38The proposal saves $14,880 a year and moves her risk from $68 to $54.
8. 0:47Every alternative, even keeping her funds, is compared and written down.
9. 0:54The marketing review agent flags a hypothetical line.
10. 0:58Ethan adds its disclosure and approves.
11. 1:03Robert Delgado, the registered principal, reviews the evidence and approves every figure cited every decision signed and logged exported in one pack
12. 1:16the result drafts in 12 minutes every best interest file complete built on Botminds agents data screens and governance on one platform

Transcribed from the film’s narration. Captions are on the player.