The Fox Alliance Investment Proposal Model (2024)
As a Wealth Management Intern at The Fox Alliance Wealth Advisors, I developed a Microsoft Excel model that produces polished investment portfolio reports tailored to financial advisor inputs. Every financial advisor and financial planning assistant presents a physical version of this report during client meetings to help clients understand their proposed portfolio.
This model reduces investment proposal generation time by 80% and it is currently employed by every advisor and financial planning assistant at The Fox Alliance.
Project Overview
Model Details
- User Input: Financial advisors enter client investment inputs to model.
- Calculations: Model calculates investment portfolio based on data provided by user.
- Formatting: Model formats potfolio values into intelligible report that advisors print and present to clients.