New-business surface
Prospects
Stage a prospective household once, then run every Basentia engine on it — allocation, IPS, planning, rebalance — and print a side-by-side portfolio today vs the portfolio we'd recommend proposal to win the account. Prospects stay invisible to the morning queue and book sweeps until you promote them to clients.
Prospects
—
Pipeline AUM
—
Avg portfolio
—
Largest
—
Pipeline
Loading prospects…
How it works. Adding a prospect captures the same things you'd ask in a first meeting — name, archetype, total portfolio value, and a rough holdings list (one line each: ticker, market value, optional cost basis). Basentia infers the rest: asset classes, risk profile from the archetype, the IPS-derived policy target, and the tax-aware trade list to get there.