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
Key Features
What's included
How it works
From idea to execution
Ideate
Shape your investment ideas with smart asset screening in the context of your investment universe
Refine
Specify investment rationales and land the proposal into the client's investment objectives
Deliver
Present in-person or share to client digitally and track acceptance through to execution
Elevate your client presentations
See how professional proposals can strengthen your client relationships