The HiddenLevers proposal report supports both single and double portfolio proposals. See a video demonstration of creating a proposal here:
The single portfolio proposal is helpful if you don’t have or need a prospect’s current holdings. It can also be used to create presentations for individual models.
Here is a step-by-step walkthrough: after you log into HiddenLevers, click the blue “Add Client” button to begin. You can also bring up a client that already exists.
Once you have added your client, you will click on the "Results" button of the chosen client's dashboad after you have completed steps 1 - 3 of the client workflow. Instructions on how to complete the client workflow can be found here
After you have clicked "Results" you will be given 4 options from which you will choose "Generate Proposal." This option will allow you to customize a proposal to fit the needs of your client and presentation.
The proposal dashboard includes 3 variables that make up your proposal including scenarios, proposal sections, and freeform text. Each of these can be customized to your liking.
In the "Freeform Text" tab you can add any text that you have available and would like to include in your proposal such as meeting notes. This text will be added to your proposal sections.
When you click "Proposal Section" you will be shown all the sections that are included in every proposal which you are able to rearrange. You also have the option of discarding any sections that you feel are not necessary for your proposal.
Lastly, in the "Scenarios to Run" tab you have the ability to customize what scenarios are used in your stress tests. Default scenarios will appear but they can be changed to meet your client's needs by clicking the blue "Change Scenarios" button.
Once you are happy with the changes made to your portfolio you will click the blue "Generate" button under Proposal Details, and your proposal file will be generated into a PDF file.
