Consolidated Projections
Model several offerings together as one portfolio. Projections come only from the PPM provided by the sponsor, and can take account of amendments.
From the PPM
Portfolio Builder.Put your offering in their hands.
Sponsors add Portfolio Builder per offering and one purchase covers the life of the offering. Advisors and reps model it with clients in a white-labeled portfolio and you see that activity in your Sponsor Insights dashboard as portfolios are built.
Portfolio Builder is the only client facing part of DST Atlas.
Something the market has been missing.
A tool of this kind has not been offered freely to advisors and registered reps before. Sponsors make their offerings available in Portfolio Builder so reps can work directly with clients to build consolidated projections across offerings, model different scenarios, and save the portfolio for future reference.
Build it, compare it, brand it, share it.
Scenarios, Side by Side
Run the portfolio with different offerings based on client needs and compare the scenarios against each other.
Comparison
Client Facing Experience
Portfolio Builder is designed for registered reps and advisors to build portfolios with clients and create a PDF deliverable.
Deeper detail
White-Labeled
Projections and the PDF deliverable carry your branding, ready to put in front of a client. No confidential client information is held.
Your brand
Portfolio Builder is available to sponsors on Sponsor Insights on its own or in the Offering Package.
Questions, answered.
Where do the projections come from?
Purely from the PPM provided by the sponsor and from any amendments. Nothing is modelled from outside that material.
Does it hold confidential client information?
No. A portfolio carries no confidential client information.
Who pays for it?
Sponsors buy Portfolio Builder for their offerings. Advisors and registered reps use it at no cost.