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Proposal Integrator 

Tailored Portfolio Management Solution for Wealth Growth and Preservation

Expert Investment Management and Planning Services for All Your Financial Needs 

The Challenge

Finding the right financial advisor for your business is a daunting task. Very often, financial advisory services do not match your unique business needs, have complicated and cumbersome processes, and do not offer the level of transparency most businesses need. But with the Proposal Integrator app, Advisors Capital Management created the perfect solution. 

The Vision

The app offers portfolio management services and customized investment portfolios designed around the clients’ specific objectives, risk tolerances and tax considerations. It also offers individual securities planning, seamless solution-oriented processes, and 100% compliance and transparency so you can rest assured your business is in safe hands. 

The Scopic Solution

With the help of Scopic, Advisors Capital Management has developed a powerful web application that seamlessly integrates multiple technologies, including:

Jira

Used to easily see the status of all current documents

DocuSign

Used for sending documents to be signed and to quickly see the status of the signatures  

Twillio

Used for notifications and 2FA

BlackDiamond

Used to show summary of the accounts’ statuses on the dashboard 

This enables users to easily manage and sign documents electronically, receive notifications, and obtain a comprehensive overview of their account status on a single dashboard.

Skills Involved:

ACM pluginAdmin Menu EditorAdvance Custom FieldsAuthor ImageContact Form 7CSSCustom Post Type WidgetsHTMLJavascriptJQueryNinja FormsPHPSlider RevolutionTheme My LoginUS MAPWordPressWP RocketYoast SEO
Web App DevelopmentWebsite Development

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