An automated proposal generation system that allows financial advisors to create personalized, compliant proposals. Features include template management, content automation, integration with CRM systems, collaborative editing, and analytics to track client engagement with proposals.
Platforms that create customized, professional client proposals including recommended investment strategies, financial planning services, fee structures, and projected outcomes.
More Proposal Generation Systems
More Business Development and Marketing ...
|
Intuitive Dashboard Central hub that summarizes proposal statuses and quick actions. |
Described as providing a central hub for proposals and activities; dashboard features mentioned in official materials. | |
|
Mobile Accessibility Capability to use the system via mobile devices (app or responsive web). |
Marketed as accessible via web/mobile with responsive design; supports on-the-go proposal creation. | |
|
Customizable Templates Range of editable proposal templates for diverse client needs. |
Product claims robust template management and customization for multiple use cases. | |
|
Drag-and-Drop Editor Visual editor allowing drag-and-drop component placement. |
Offers drag-and-drop editing in proposal assembly, confirmed in product overviews. | |
|
Multi-language Support Ability to present content and interface in multiple languages. |
No information available | |
|
Accessibility Compliance Compliance with accessibility standards (e.g., WCAG 2.1). |
No information available | |
|
Personalization Options Ability to tailor interface and branding for specific firms or advisors. |
Advisors and firms can tailor content and branding within proposals. | |
|
Response Time Average time to load and interact with proposal editor. |
No information available | |
|
Guided Workflows Step-by-step walkthroughs to reduce user error. |
Guided workflows and automation reduce manual steps and errors per product documentation. | |
|
User Profiles & Roles Role-based access and personalized dashboards. |
Role-based dashboards and access highlighted in feature overviews. | |
|
Dark Mode Support Option to switch to dark mode for visual comfort. |
No information available |
|
CRM Integration Seamless import/export of client data from major CRMs. |
CRM integration explicitly stated as a feature. | |
|
Document Management Integration Ability to integrate with document storage systems like SharePoint or Dropbox. |
Document storage and management integrations commonly available (e.g., SharePoint, Dropbox). | |
|
API Availability System provides APIs for custom integrations and process automation. |
APIs documented for custom integrations and workflow automation. | |
|
Financial Planning Tools Integration Integration with financial planning and portfolio modeling tools. |
Integrates with financial planning and modeling tools (via integrations marketplace). | |
|
e-Signature Integration Support for digital signatures with platforms like DocuSign or Adobe Sign. |
Digital signatures (e.g., DocuSign, Adobe Sign) supported. | |
|
Email Platform Integration Sync with email clients for sending and tracking proposals. |
Integration with email platforms for proposal delivery and tracking. | |
|
Calendar Sync Integration with calendar systems for scheduling proposal follow-ups. |
Calendar sync for scheduling follow-ups and meetings available via integration. | |
|
Single Sign-On (SSO) Support for SSO via enterprise authentication systems. |
No information available | |
|
Bank Data Connectivity Secure connections to client or advisor bank data sources. |
No information available | |
|
Number of Supported Integrations Count of third-party integrations supported out-of-the-box. |
No information available |
|
Dynamic Content Blocks Ability to insert live data, charts, or tables that auto-update. |
Supports dynamic content, including auto-updating charts and external data blocks. | |
|
Conditional Logic Show/hide or customize content based on client profile or responses. |
No information available | |
|
Content Library Central library for reusable text, disclaimers, images, and legal clauses. |
Content library and reusable assets described as core platform feature. | |
|
Version Control Track changes, roll back, and view past versions of proposals. |
Version history and rollback are supported for compliance and auditability. | |
|
Automatic Data Merge Auto-populate proposals with client-specific data from CRM. |
Auto-populate proposals with data from CRM; stated in product documentation. | |
|
Content Approval Workflow Multi-level review and approval process for proposal drafts. |
Approval workflows supported for multi-step review and sign-off. | |
|
Brand Compliance Tools Automated checks to ensure proposals adhere to firm branding. |
No information available | |
|
Media Embedding Support for embedded videos, PDFs, or external media. |
Supports embedded PDFs, charts, and media within proposals. | |
|
Multi-currency Support Display financial data in client-preferred currencies. |
Multi-currency calculations and presentations available for global advisors. | |
|
Number of Templates Provided Count of ready-to-use templates included. |
No information available | |
|
Bulk Proposal Generation Generate multiple proposals simultaneously for marketing campaigns. |
Bulk generation and campaign-driven proposal creation available. |
|
Internal Comments Ability for team members to leave internal notes and discuss specific sections. |
Supports internal team comments and notes for collaborative crafting. | |
|
Task Assignment Assign sections or responsibilities to different team members. |
Work can be divided and task-assigned in collaborative team workflows. | |
|
Real-time Coauthoring Multiple users can simultaneously edit a proposal document. |
Multiple users can edit proposals in real time, per product's collaborative editing functionality. | |
|
Client Collaboration Portal Dedicated area for clients to review, comment, and request changes. |
No information available | |
|
Integrated Messaging Built-in chat or messaging for swift communications. |
Integrated messaging/chat included for proposal discussions. | |
|
Change Notifications Notify users of updates, comments, or required actions. |
Change and activity notifications are part of collaboration tools. | |
|
Comment Resolution Tracking System tracks and displays resolved/unresolved comments. |
No information available | |
|
Collaboration Permissions Granular control over who can view/edit/comment/review proposals. |
Granular collaboration permissions featured for enterprise-level security and compliance. | |
|
Shared Analytics Dashboard Collaborative access to metrics related to proposals’ performance. |
No information available | |
|
Maximum Simultaneous Editors The highest number of users who can co-author simultaneously. |
No information available |
|
Regulatory Compliance Tools Built-in features for financial compliance (SEC, FINRA, GDPR, etc.). |
Regulatory compliance tools for industries such as financial advisory highlighted, including SEC/FINRA/GDPR. | |
|
Audit Logs Comprehensive logging of who did what and when for each proposal. |
Audit trails, activity logs, and versioning called out in compliance features. | |
|
Document Encryption End-to-end encryption for all stored and transmitted proposal documents. |
Proposal documents are encrypted at rest and in transit as per industry standards. | |
|
Role-Based Security Security enforced depending on user function and access level. |
Role-based security controls established for enterprise deployments. | |
|
Data Residency Controls Configure where proposal data is physically stored. |
Data residency options supported to accommodate regulatory requirements. | |
|
Multi-factor Authentication Require two or more authentication methods for access. |
Multi-factor authentication supported for users. | |
|
Third-party Penetration Testing System is tested against vulnerabilities by external security experts. |
No information available | |
|
Retention Policy Management Set automatic proposal retention/deletion policies. |
No information available | |
|
Redaction Tools Ability to redact sensitive information from proposals before sharing. |
No information available | |
|
Time to Detect Unusual Activity Average latency in flagging suspicious actions. |
No information available | |
|
Automated Compliance Checks System automatically flags compliance risks or incomplete information. |
Automated compliance checks flag incomplete or non-conforming data. |
|
Proposal Tracking Track report on status (sent, opened, signed, declined). |
Proposal tracking analytics available for sent, opened, signed, declined statuses. | |
|
Conversion Rate Analytics Monitor proposal acceptance ratios over time. |
Conversion analytics (acceptance ratio) part of built-in analytics dashboard. | |
|
Time to Close Track and analyze proposal turnaround time. |
No information available | |
|
Engagement Analytics Track which sections clients spend time reviewing. |
Can analyze which proposal sections receive the most client attention and time. | |
|
Custom Report Builder User-defined reports based on custom fields or filters. |
Offers custom report builder for analytics and audit data. | |
|
Export to Excel/CSV Export analytics and proposal data for offline analysis. |
Export to Excel/CSV supported within analytics suite. | |
|
Real-time Data Updates Analytics are up-to-date with the latest activity. |
Analytics are updated in real time based on proposal activity. | |
|
KPI Dashboards Visual dashboards tracking key proposal and team KPIs. |
KPI dashboards included in analytics/reports by default. | |
|
Customizable Notifications Set notification triggers for proposal milestones or deadlines. |
Notification settings available for key proposal milestones. | |
|
Number of Built-in Reports Count of pre-defined, ready to use analytics reports. |
No information available | |
|
Proposal Pipeline Visualization Graphical representation of proposal progress through sales stages. |
Visual pipeline/progress analytic available for sales/proposal management. |
|
Automated Proposal Assembly Proposal content is automatically populated based on client or opportunity profile. |
Automated assembly of proposals based on CRM and opportunity profile is a highlighted differentiator. | |
|
Workflow Automation Automate actions, approvals, and notifications at specific workflow stages. |
Workflow automation tools described, including reminders, approvals, data merge. | |
|
Automated Reminders Automatic reminders for tasks, deadlines, or outstanding approvals. |
Automated reminders for reviews, tasks, and deadlines are supported. | |
|
Template Selection Rules System recommends templates based on opportunity details. |
No information available | |
|
Automatic Data Validation System checks entries for completeness/correctness before advancing workflow. |
Entries are automatically validated for completeness at workflow steps. | |
|
Bulk Actions Update, send, or archive multiple proposals at once. |
Bulk actions for proposals described for large-scale and campaign operations. | |
|
Approval Workflow Stages Number of sequential reviews/approvals a proposal can require. |
No information available | |
|
Assignment Automation Proposals automatically assigned to team members based on rules. |
Assignment automation available for distributing proposals to reps/teams. | |
|
Automated Scheduling Schedule proposal sending or follow-ups automatically. |
Automated scheduling of proposal sends/follow-ups via calendar and reminders. | |
|
Integration with Robotic Process Automation (RPA) Supports integration with enterprise RPA systems for advanced automation. |
No information available |
|
Digital Signature Clients can review and sign documents online securely. |
Digital signature for clients supported (DocuSign, Adobe Sign, etc). | |
|
Interactive Proposal Viewer Clients can interact with proposal sections, e.g., exploring what-if scenarios. |
Interactive proposal viewer allows clients to review, comment, and explore scenarios. | |
|
Proposal Co-browsing Advisor and client can jointly view and discuss the proposal in real time. |
No information available | |
|
Client Feedback Capture Clients can leave feedback or questions directly inside the platform. |
Clients can leave direct feedback and request changes inside the portal. | |
|
Mobile-friendly Client Portal Clients can easily access and review proposals via mobile. |
Client portal is mobile-friendly and accessible remotely. | |
|
Multi-factor Access for Clients Clients authenticate using secure multi-factor methods. |
No information available | |
|
Track Document Views System records when and how clients viewed the proposal. |
Document view tracking is part of the engagement analytics. | |
|
Branded Experience Firm’s logos and color schemes appear throughout the client journey. |
Firm- and team-level branding visible to clients throughout the process. | |
|
Automated Welcome/Thank You Messages Automatic personalized communications at key milestones. |
Automated and personalized client communications at key milestones supported. | |
|
Client Access Expiry Controls Set expiration dates for client access to sensitive proposals. |
No information available |
|
Maximum Concurrent Active Users How many users can work simultaneously with strong performance. |
No information available | |
|
Proposal Generation Throughput Number of proposals that can be generated per hour. |
No information available | |
|
System Uptime SLA Guaranteed uptime commitment from the vendor. |
No information available | |
|
Geographic Data Center Distribution System is backed by multi-region or global data centers for speed and redundancy. |
Distributed cloud infrastructure, including global data center options, is available. | |
|
Elastic Resource Scaling Automatically scales infrastructure resources with demand. |
Elastic scaling indicated for enterprise/large deployments. | |
|
Max Proposal Document Size Supported Maximum file size (including embedded media) supported for a single proposal. |
No information available | |
|
Bulk User Onboarding System can onboard hundreds or thousands of new users programmatically. |
Bulk onboarding capability for enterprise clients discussed in sales/onboarding docs. | |
|
Performance Monitoring Tools In-built tools for system performance visibility. |
Performance monitoring and usage analytics included within admin tools. | |
|
Disaster Recovery RTO Maximum recovery time objective in case of a critical failure. |
No information available | |
|
Concurrent Proposal Edits Supported Number of proposals that can be edited concurrently without degradation. |
No information available |
|
24/7 Support Availability Technical support is reachable any time, globally. |
Premium support available globally 24/7 as advertised. | |
|
Multi-channel Support Support can be reached via phone, email, chat, or ticket system. |
Support via chat, email, phone, and ticketing offered. | |
|
Dedicated Account Manager Each client has an assigned account representative. |
Dedicated account managers for enterprise accounts mentioned in sales documentation. | |
|
Training Materials Provided Comprehensive videos, walkthroughs, and documentation. |
Extensive training and onboarding documentation/video library available. | |
|
Custom Onboarding Plans Tailored adoption and migration plans for large clients. |
Onboarding is tailored for large or enterprise clients. | |
|
Onboarding Time Typical duration to onboard a standard advisory team. |
No information available | |
|
User Community/Forum Access Access to an online community for sharing best practices. |
Active user community and user forums publicly accessible. | |
|
Knowledge Base Extensive searchable help articles and FAQs. |
Searchable help center and product knowledge base provided. | |
|
Live Training Sessions Regular instructor-led group or private onboarding sessions. |
Live and instructor-led training available, per onboarding support documentation. | |
|
Average Support Response Time Vendor’s typical first-response time for support tickets. |
No information available |
|
Transparent Pricing All costs, optional add-ons, and overage charges are clearly disclosed. |
Transparent, published pricing disclosed including optional add-ons. | |
|
Flexible Licensing (per user, per proposal, enterprise) Choice of pricing schemes to match organization size and need. |
Flexible contract/licensing terms (per user, per firm, enterprise) available. | |
|
No Long-term Contract Required Option for monthly, cancel-anytime plans. |
No long-term contract required; monthly and annual billing plans available. | |
|
Scalable Pricing Cost increases only as usage or user count rises. |
Pricing scales with number of users or proposals generated. | |
|
Free Trial Availability Trial period offered with full or partial features. |
Free trial available as standard offer for new users. | |
|
Included Support Levels How many support/escalation tiers are included in base price. |
No information available | |
|
Bulk Discounting/Volume Pricing Discounts available at higher usage or user thresholds. |
Bulk/volume discounts are offered based on scale and usage. | |
|
Cost per User/Month Specific minimum price for a single advisor or user. |
No information available | |
|
Cost per Proposal Generated Variable or overage fee per generated proposal, if charged. |
No information available | |
|
Free Feature Upgrades New features rolled out without added cost. |
Feature updates included with subscription at no extra charge. |
This data was generated by an AI system. Please check
with the supplier. More here
While you are talking to them, please let them know that they need to update their entry.