P Propositum Wealth Management
Internal Tools

Private Workspace

Advisory Toolkit


Select a tool. Everything runs in your browser — no data is saved, sent, or stored.

Review Presentation Generator

Build a clean, client-ready portfolio review PDF from a structured form.

Open

Proposal Generator

Customize the scope, activities and fee, then generate a branded financial planning proposal PDF.

Open

Portfolio Analyzer

Upload a holdings file to run exposure, concentration, risk and Brinson attribution — read in memory, never stored.

Open

Market Report Generator

Turn manually entered index, sector and commentary data into a formatted PDF report.

Open

Account Comparison Calculator

Project taxable vs. tax-deferred vs. tax-free outcomes side by side, after tax.

Open

College Planning

Solve the monthly payment to hit a college-fund target — 529 plan vs. taxable account, after tax and fees.

Open

Roth Conversion

Multi-year conversion strategy — fill the 12/22/24% brackets vs. an optimal ceiling, scored by after-tax legacy with RMDs, IRMAA and survivor brackets.

Open

IPS Generator

Assemble an Investment Policy Statement from standard objective, risk and allocation language, then generate a branded, client-ready PDF.

Open
For illustrative purposes only. These tools produce estimates based solely on the inputs provided and do not constitute investment, tax, or legal advice. Outputs are not a guarantee of future results. Clients should consult a qualified professional before making any financial decision.
P Propositum

Internal tools for Propositum Wealth Management. For illustrative purposes only — not investment, tax, or legal advice. All calculations run locally in your browser; no inputs are saved, transmitted, or stored.

Confidential — internal use · Your Purpose. Your Future. Your Legacy.