Investment Proposal Software From Analysis to Delivery in 10 Minutes
Turn portfolio analysis into a polished, branded proposal — complete with charts, AI-written narratives, and professional formatting. Advisors can deliver the same day they meet prospects.
Trusted by advisory firms across North America
Most Advisors Spend More Time on Proposals Than Prospects
Manual proposal creation wastes hours, looks generic, and lets faster competitors win.
Financial advisors spend 3-6 hours per proposal: copying data from spreadsheets, formatting charts in PowerPoint, writing recommendations in Word. With 5 prospects in the pipeline, that's 15-30 hours not spent on client meetings. Firms cannot scale when proposal creation is the bottleneck.
Cookie-cutter PowerPoint proposals don't show prospects why an advisor's investment strategy is superior. Without personalized portfolio analysis and compelling recommendations, one firm looks the same as every other financial advisor the prospect is meeting with.
When it takes a week to deliver an investment proposal after meeting a prospect, interest goes cold. The financial advisor who delivers first—with a professional, branded proposal—wins the business.
How to Generate an Investment Proposal
From portfolio analysis to branded, client-ready proposal in one workflow
Firm Branding, Every Proposal
Upload a logo, set brand colors, and add custom cover images once. Every proposal automatically reflects the firm's brand — no design skills required.
AI Writes the Narrative
No more writing proposals from scratch. AI generates draft narrative content based on the portfolio analysis. Advisors can customize prompts to match their voice, or edit the output directly. The advisor controls the final recommendations.
Auto-Generated Analysis
Professional charts comparing current vs. recommended portfolios build automatically: asset allocation, risk metrics, historical performance, sector exposure, fee analysis. Charts pull directly from the analysis — no copying data to PowerPoint.
One Integrated Workflow
Run portfolio comparison, generate the proposal with AI content, customize messaging, and deliver — all in one platform. Add IPS and compliance docs directly from the analysis. Send the proposal and onboarding link together to close faster.
Trusted by financial advisors
See how practices are transforming their workflows
"We're deeply committed to integrating cutting-edge technology to transform the financial planning landscape. Investipal's innovative approach aligns perfectly with our vision, particularly in utilizing OCR technology to streamline processes and elevate the client and advisor experience."
— ProsperPlan Wealth
"Investipal has completely transformed how we approach client onboarding and portfolio management. The AI-powered tools save us countless hours while delivering better outcomes for our clients."
— Pacific Portfolio Advisors
"Investipal has been a game-changer for our firm. It really had become an efficiency multiplier for our assistants and back office. It's an indispensable tool for any advisory firm looking to thrive in today's competitive market."
— William Joseph Capital Management
Frequently asked questions
Common questions answered
See Proposal Generation in Action
See how financial advisors generate branded investment proposals in 10 minutes.