RM / RA Client Meeting Tool

One RM workspace, from client discovery to shelf selection

Retail KA spectrum → trigger scenario → three solutions → published shelf selection. Portfolio interpretation, outreach, official quotes, and orders remain in the brokerage app.

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Core Workflow

From understanding the client to explaining the product

Four steps connect meeting preparation with live client guidance, each producing a clear, actionable result.

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Client Discovery

Understand the Client and the Right Moment

Use the retail KA spectrum, client description, and official risk rating to quickly decide where today's conversation should begin.

Output from this step

Client spectrum · Trigger scenario · Risk ceiling

Start Client Discovery

Solution Design

Spectrum Recommendations and Asset Allocation

Switch modes on the client discovery page: recommend three solutions by spectrum and scenario, or generate allocation weights and shelf selections from client needs (AI-ready).

Output from this step

Spectrum solutions · Allocation weights · RM talking points

Open Client Strategy

Product Shelf