3–6 Hours for Every Proposal
Copying data, formatting charts and writing recommendations takes 15–30 hours for five prospects. That leaves less time for client meetings.
Investment proposals
Build proposals
around each client.
Create personalized investment proposals using meeting notes, client goals, and portfolio analysis. Alpha drafts the narrative to explain why your recommendation fits.
Book a demo ↗✳ AlphaPersonalized proposal
FROM THE MEETING
“We want to retire in five years and help our daughter buy her first home.”
↓
PERSONALIZED NARRATIVE
Two goals. One considered plan.
Your allocation connects nearer-term family support with your retirement horizon.
Trusted by leading advisory firms
10
Minutes per proposal
9.67/10
2026 T3/Inside Information Survey, proposal generation
100%
Custom branding
A clearer starting point
Proposal preparation takes time away from prospects.
Manual proposal creation wastes hours, looks generic, and lets faster competitors win.
Generic Decks Hide Your Value
A standard slide deck cannot show how your recommendation addresses a prospect’s specific portfolio and goals.
Slow Delivery Loses Momentum
A week-long wait after the first meeting gives competitors time to respond while the prospect’s interest fades.
Inside the workflow
Make the recommendation personal.
From what the client told you to why the portfolio fits.
✳ AlphaPersonalized proposal
FROM THE MEETING
“We want to retire in five years and help our daughter buy her first home.”
↓
PERSONALIZED NARRATIVE
Two goals. One considered plan.
Your allocation connects nearer-term family support with your retirement horizon.
Step 01
Start with the conversation.
Use meeting notes and the client’s priorities to frame the proposal. Bring the goals, concerns, and household context into the recommendation.
A clearer recommendation.
Risk profileFinancial planManual
RetirementBalanced allocation
Existing
Proposed
ExistingProposed
Portfolio comparison→ Proposal
Step 02
Build the portfolio story.
Compare existing and proposed holdings, explain the tradeoffs, and connect the allocation to the client’s goals.
✳ AlphaPersonalized proposal
FROM THE MEETING
“We want to retire in five years and help our daughter buy her first home.”
↓
PERSONALIZED NARRATIVE
Two goals. One considered plan.
Your allocation connects nearer-term family support with your retirement horizon.
Step 03
Let Alpha create the narrative.
Alpha builds personalized explanations and assembles the proposal end to end. The narrative reflects the client’s circumstances and the reasoning behind your recommendation.
01 Cover
02 Allocation
03 Analysis
TextChartHoldings
YOUR PROPOSED PORTFOLIO
A plan built around you.
Equities 60%
Fixed income 30%
Cash 10%
COMMENTARY
A balance of long-term growth and near-term needs.
✳ Alpha draft · Your editsReview proposal ↗
Step 04
Edit and brand the proposal.
Edit pages, charts, and commentary, then apply your firm’s branding before sharing the proposal.
In good company
In our clients’ words.
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.
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.
A few things to know.
How are proposal narratives personalized?
Alpha uses meeting notes, client goals, household context, and portfolio analysis to build a narrative around the client. The proposal explains how the recommendation connects to their priorities.
Can AI help financial advisors write proposals?
Yes. Investipal drafts proposal narratives from structured portfolio analysis while the advisor edits and approves the final recommendations. Charts and allocation context stay tied to the underlying data, which keeps the story accurate and reviewable.
How long does it take to create a financial advisor proposal?
With Investipal's proposal generator, most financial advisors create complete branded proposals in 10-15 minutes: 2 minutes to run portfolio analysis, 5 minutes for AI to generate content and charts, 3 minutes to customize messaging. Compare this to 3-6 hours manually building proposals in PowerPoint or Word.
What is investment proposal software?
Investment proposal software automates the creation of client-facing proposals for financial advisors. Instead of manually building presentations in PowerPoint, proposal software generates professional documents with portfolio analysis charts, AI-written narratives, and custom branding, reducing creation time from hours to minutes.
What should be included in a financial advisor proposal?
A winning investment proposal includes: custom-branded cover page, executive summary, current portfolio analysis with charts, recommended portfolio comparison, asset allocation breakdowns, risk metrics, fee comparison, investment philosophy, and clear next steps. Investipal's proposal generator creates all of these automatically from the portfolio analysis.
How do financial advisors create proposals faster?
The fastest way to create investment proposals is with AI-powered proposal software. Run the portfolio analysis, and the system automatically generates compelling narratives, professional charts, and formatted documents. Advisors customize the messaging and deliver, all in one platform, without switching between spreadsheets, PowerPoint, and Word.
Can advisors customize the branding and templates?
Yes. Fully customize proposal branding: upload a logo, set brand colors, add custom cover images, and adjust section layouts. Customize AI content prompts to match the firm's voice and investment philosophy. Once set, every proposal automatically uses the custom template. No design skills required.
What is the ROI of proposal automation?
Financial advisors using proposal automation typically save 2-4 hours per proposal and report 2-3x faster close rates. Creating 10 proposals per month at 3 hours each saved returns 30 hours back for client meetings and prospecting. Many advisors find the software pays for itself within the first month.
Can I prepare an investment policy statement for the client?
Use the client’s risk assessment, objectives, and portfolio information to prepare an investment policy statement. Review the document before sharing it with the client.
How are proposals delivered to prospects?
Three delivery options: (1) Download as PDF and email directly, (2) Share via secure link with open tracking so advisors know when prospects view it, or (3) Send the proposal with a client onboarding link so they can e-sign advisory agreements immediately. Integrates with CRM systems for automatic tracking.
Portfolio analysis ↗
Explore the exposures and scenarios behind the recommendation.
Integrations ↗
Explore connections with your firm’s existing tools.
Client onboarding ↗
Explore the next step after the proposal.