SBS Proposal Tool

Relationship-Level Allocation Engine · v2
Client Accounts Step 1 of 5

Add each account in the relationship. Enter current holdings — these appear on the left side of the SBS. Mark any position as locked to protect it from reallocation.

Select Investments for This Proposal Step 2 of 5

Check the investments you want the engine to consider. Grouped by asset class. Use the controls on the right to set priority and account preferences.

Approved List
Selected for Proposal
Target Allocation Step 3 of 5

Select an investor type and risk profile to auto-load your firm's model allocation, or enter percentages manually. Adjust any line after loading.

Asset Class
Target %
Total: 0%
Strategy & Constraints Step 4 of 5

Shape how the engine places investments. These options adjust how investments are distributed across accounts.

Minimize transitions — keep existing holdings when possible
If a current holding fits the target asset class and meets minimum, prefer it over switching
Allow manager swaps between accounts
If primary investment doesn't fit one account but fits another, swap placements
Expand model portfolios in SBS output
Show underlying fund-level detail for Fixed Income (PMP model) and Global Passive w/ Thematic — scaled to each account's allocated amount