1. Select the client that you need to generate the proposal for
2. Under the client level, select the client accounts that you need to generate the proposal for
2. Click on Generate the proposal tab
3. Under the select the accounts section you can add remove the account
4. Under the Starting value and Starting date, you can adjust the total values of the selected accounts or adjust the starting date that you want your generated proposal report to start from.
5. Under the select a matching model you can select the model that you want to compare the current client portfolio that closely matches the current portfolio composition in terms of risk score
6. Under select benchmark, you can select the benchmark that you want to compare with the matching model and current portfolios
7. Click on Generate the portfolio to generate on the proposal report
