Create client proposals in minutes - Build their future investments.
A library of templates for common cases and a quick start.
Easily add or remove positions. Change weights, size and value according to your needs.
As you work you see risk level and expected return updates live.
The final proposal is available on the web or as a publication quality PDF.
Explore ideas and update portfolio on the fly. Easy to explain for retail clients
You have complete control of the available products and how they are presented.
Key metrics update as you change the portfolio composition. Giving you the feedback you need, to construct a good portfolio and make a convincing case.
Fully white-labeled to align with your brand.
Compare a client’s existing holdings to a portfolio proposal.
For more advanced use-cases you can enable asset allocation mode.
Sales proposal
Help convert new prospects with custom proposals
Easy way to highlight opportunities
Compare side by side client/prospect current portfolio with your offer.
Rebalancing / replaning
Update a client portfolio or make strategic changes.
Showcase model portfolios
Let client view model portfolios to pick the one that is right for them.
30 minute no commitment demo of our solution.
With Njorda, you can quickly develop a great digital savings and investing offer.
We deliver apps and APIs so retail investors can: