Wealth Management Proposals - Click-Through Demo

This is a portable, interactive demo that closely simulates the UI and functionality of an actual solution. Installs to your Start menu and includes a presenter script. Scenario Summary: A wealth management proposals solution streamlines the entire financial sales process, from initial fact finding to financial plan generation. The solution helps advisors deliver superior planning advice, regardless of a planners individual expertise and level of experience. And with less time spent collecting data and performing administrative tasks, advisors can spend more time with clients, building relationships and expanding sales opportunities.

Supported Operating Systems

Windows XP Service Pack 2

Windows XP SP2

To install this download:
1. Click the Download button on this page to start the download
2. Click Run to start installation
3. Follow the instructions on the installation wizard to complete the installation
4. To launch this demo, click the Start menu, point to All Programs, point to Microsoft Office System Demos, point to this demo, and then click Launch Demo.

To save this download:
To save the download to your computer for installation at a later time, click Save.

To remove this download:
On the Start menu, point to All Programs, point to Microsoft Office System Demos, point to this demo, and then click uninstall demo.