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Save time and impress clients with Principal Securities’ Proposal Tool

Create professional, storybook presentations quickly and easily with the Principal Securities Proposal Tool. Available for the fee-based products offered through Principal Securities, this tool enables you to:

Create custom reports with current holdings and flexible output options

Create an investment profile for an investor by using the profiling questionnaire(s)

Compare and contrast an investor's current portfolio, proposed solution (based on the client investment profile), and alternative solutions

Include many investment products (e.g. mutual funds, equities, separately managed accounts, etc.) in one proposal

Use asset and style classification investment mapping by Morningstar®

Select output pages to create, print and archive a custom proposal presentation


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