Guide: How to use recommendation to subscribe a Strategy
Introduction
Reluna platform has a mechanism to recommend subscription to a strategy.
Portfolio manager can review the strategy/recommendation on Marketplace and submit an investment proposal to the Client or Manager.
General steps
The Manager opens a strategy in Marketplace.
On the strategy page the Manager clicks on the Recommendation button.
![](../__attachments/3726016571/Screenshot%202023-12-01%20at%2010.12.48%20AM.png?inst-v=71b10509-d0a0-41fc-9704-1743895415e7)
On the opened form the Manager selected the Portfolio(s) where to propose to invest.
![](../__attachments/3726016571/Screenshot%202023-12-01%20at%2010.45.33%20AM.png?inst-v=71b10509-d0a0-41fc-9704-1743895415e7)
The Manager choses to whom the proposal is send - the Client or the Portfolio manager.
![](../__attachments/3726016571/Screenshot%202023-12-01%20at%2010.48.37%20AM.png?inst-v=71b10509-d0a0-41fc-9704-1743895415e7)
Once the proposal is generated, the user to whom the request was sent receives a notification and can view the offer.
The Manager can review the list of all his (her) proposals and their status on both the strategy page and the dashboard.