Morningstar Office, or Principia is very strong, so is Zephyr. The key issue is the amount of data the system gets on the underlying holdings. Zephyr gives you a bit more control on the output, but the information is better from Morningstar.

Once you have generated your investment proposal you can track if your client has read your proposal using Saydoc.com. It’ll let you know when your prospect has viewed the proposal and how long they spent on each page in real-time. That way you can follow up when you’re top of mind. Instead of just following up randomly not knowing if they read your proposal.