MARTINO CAPITAL

SWELL Advisor Dashboard

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Step 01

Upload Client Intake PDF

Upload intake form and extract client profile data.

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Step 02

Generate SAA

Create strategic asset allocation and return DOCX.

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Step 03

Generate ETF Portfolio

Build ETF portfolio recommendation and return DOCX.

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Step 04

Generate Blended Portfolio

Build blended stock and ETF portfolio and return DOCX.

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Advisor Chat

General Financial Questions

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Welcome to Swell Portfolio Builder Ask a general financial question to begin.