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The Allianz Global Investors Customized Client Proposal System enables Advisors to create free, personalized investment proposals for clients and prospects. The new, enhanced version of the System helps build portfolios of PIMCO Funds, Allianz Funds, and non-PIMCO and Allianz funds quickly, edit them easily, and compare selected portfolios with clients’ existing holdings and model allocations.
But, it’s only for Registered Advisors*.
Advisors: Using the enhanced Allianz Global Investors Customized Client Proposal System is simple. Log in or go here to Register now and enter your name, firm ID, zip code and e-mail address—and you’re ready to go!
Investors: Ask your Financial Advisor about creating a Customized Client Proposal for you.
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