New Feature: Single Portfolio Proposal Report

The HiddenLevers proposal report now supports both single and double portfolio proposals. It is available now as an add-on feature in HiddenLevers. See a video demonstration 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. If you want a step-by-step walkthrough, visit our Knowledge Base article HERE.

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