Prospecting

Planned

Customer

November 06, 2023 21:52 Edited

Create workflows for new client prospecting that includes:

1. Ability to Create Prospect

2. Upload Prospect Portfolio (Including tax information) From Spreadsheet

3. Manually Create Prospect Portfolio Structure

4. Manually Create Prospect Portfolio Holdings

5. Manually update previously created prospect portfolio structure

6. Manually update previously created prospect portfolio holdings

Comments

1 comment

Mckenna Gray

November 10, 2023 20:07
Fabric is building in sales enablement which is the ability to pull in prospect portfolios, compare them against your models and select difference strategies that you use and then assign them and show them the difference between the 2. Then create a customized, branded PDF report that you could use for the prospect meeting.
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