Project Identity
Used on the cover and throughout. Name it by family or by project — whichever you prefer.
Client Parameters
Pricing
Choose how the advisory fee is presented in the proposal.
Services — Included
Check services to include in the pricing section.
Services — Not Included
Services explicitly excluded from the advisory fee.
Team Members
Select which team members to feature in the proposal.
Linked Tool Buttons
Add floating buttons that link to companion tools hosted in the same folder on your server. Toggle each one on and set the label and the HTML filename it should open.
Client Portfolio Analysis
Upload a *_portfolio_analysis.json from the Capital Allocation Platform for pre-computed optimized portfolios.
Family Plan / Estate Data
Upload a *_proposal_embed.json from the Estate Analysis Engine for Monte Carlo charts and estate waterfalls.
Approved Investments
Upload an investment_summaries.json to refresh the TOC-23 Approved Investments section. Leave empty to use the built-in list. Re-upload any time you approve new investments.
Additional JSON Files
Upload any additional JSON data files referenced by custom sections.
Team Photos BUILT IN
Team photos are already built into the builder — no upload needed. To override one, drop a replacement here named to match its key (e.g. MattBlindImage_alternate.jpg).
Priority Recommendations
Add action items that appear in the Custom Recommendations section of the proposal. These render as numbered priority items with navy badges.
API Proxy Configuration
Enrichment Options
Select which sections should be enriched with AI-generated content:
Configuration Summary
| Setting | Value |
|---|