On-brand client-ready presentations

End-to-End Investment Proposal Management

Investment proposals are the face of your advisory practice. Our platform lets you build professional, on-brand presentations that move seamlessly through internal approval workflows to client delivery and execution. Built-in compliance checks ensure suitability, while the full audit trail satisfies regulatory requirements. Templates maintain brand consistency across your entire team.

Product visual

Key Features

What's included

Branded proposal document generation

Multi-step approval workflows

Compliance and suitability checks

Execution tracking and audit trail

Template library with custom branding

Collaborative editing and review

End-to-end workflow

From idea to execution

Create

Build proposals using branded templates with automated data population.

Review

Route through compliance and approval workflows with full audit trail.

Deliver

Present to clients and track acceptance through to execution.

Elevate your client presentations

See how professional proposals can strengthen your client relationships.