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"Investment proposal" activity

With this activity, you can present an investment proposal including an asset management offer to a holder or prospect.

The individual investment proposal for the amount to be invested is created using a suitable investment agent and a report folder that you designed according to your corporate identity.

In the free-text fields, you can take into account the individual requirements of your client, for example, the financial situation, investment objectives and investment style.

After recording all relevant data, you can create an asset management offer in PDF format. You can immediately print the document and hand over to your client. The document is also automatically archived.

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