Create a standard and advanced workflow option
Create two interfaces; one for less experienced investors with a simplified workflow and an advanced one that opens up all the options we currently have. (Since we already have the advanced version, we need only create a simplified version.) Since we sometimes get feedback from customers saying that our interface is too complex, this could address that issue as well as luring less experienced investors who aren't currently customers. The simplified version could include a wizard that will help the user define what type of investor they are and with that information, suggest possible strategies that fit with the identified investment style?