investment-proposal
anthropics1.1k installs
Personalized investment pitches for new clients.
What it does
Creates personalized investment proposals that explain a firm's recommended strategy, projected outcomes, fees, and onboarding plan for prospective clients.
When to use it
Use when pitching new clients or presenting a new investment strategy.
How to use it
Give it the prospect's financial context; it produces a branded presentation, a PDF leave-behind, and a one-page follow-up summary.
What you provide
- prospect name and household details
- assets and account types
- investment goals
- risk tolerance
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