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Orion Proposal Generator from Orion Advisor Solutions
Customizable, branded proposals; pre-built data integrations; automated investment analysis and risk profiling; compliance tracking; digital delivery and collaboration.
More about Orion Advisor Solutions
Product analysis by function
Proposal Generation Systems for Business Development and Marketing
Platforms that create customized, professional client proposals including recommended investment strategies, financial planning services, fee structures, and projected outcomes.
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User Interface & Experience
(7 Yes /7 Known /11 Possible features)
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Intuitive Dashboard Central hub that summarizes proposal statuses and quick actions. |
Orion Proposal Generator's dashboard is emphasized in marketing as an easy-to-use, central status hub for proposals. | |
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Mobile Accessibility Capability to use the system via mobile devices (app or responsive web). |
Product marketing shows use across mobile and describes a responsive design. | |
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Customizable Templates Range of editable proposal templates for diverse client needs. |
Proposal templates are described as fully customizable and designed for diverse client needs. | |
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Drag-and-Drop Editor Visual editor allowing drag-and-drop component placement. |
Marketing demo videos showcase drag-and-drop functionality in the proposal editor. | |
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Multi-language Support Ability to present content and interface in multiple languages. |
No information available | |
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Accessibility Compliance Compliance with accessibility standards (e.g., WCAG 2.1). |
No information available | |
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Personalization Options Ability to tailor interface and branding for specific firms or advisors. |
Firms can white-label and personalize the entire proposal experience per marketing literature. | |
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Response Time Average time to load and interact with proposal editor. |
No information available | |
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Guided Workflows Step-by-step walkthroughs to reduce user error. |
Product documentation emphasizes guided, step-by-step proposal creation workflows. | |
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User Profiles & Roles Role-based access and personalized dashboards. |
System supports role-based access and advisor/client dashboard customizations. | |
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Dark Mode Support Option to switch to dark mode for visual comfort. |
No information available |
Integration Capabilities
(8 Yes /8 Known /10 Possible features)
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CRM Integration Seamless import/export of client data from major CRMs. |
Integrates with major CRMs as referenced in integration partner lists. | |
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Document Management Integration Ability to integrate with document storage systems like SharePoint or Dropbox. |
Integration with document storage (SharePoint, Box, Dropbox) is advertised. | |
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API Availability System provides APIs for custom integrations and process automation. |
API documentation is available for custom integrations and automation. | |
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Financial Planning Tools Integration Integration with financial planning and portfolio modeling tools. |
Connects with financial planning engines and portfolio analytics tools according to feature list. | |
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e-Signature Integration Support for digital signatures with platforms like DocuSign or Adobe Sign. |
Includes e-signature support: integrates with DocuSign and other platforms for digital signature. | |
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Email Platform Integration Sync with email clients for sending and tracking proposals. |
Supports sending and tracking proposals via Microsoft Outlook and other email platforms. | |
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Calendar Sync Integration with calendar systems for scheduling proposal follow-ups. |
Calendar sync for proposal follow-ups is listed among workflow features. | |
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Single Sign-On (SSO) Support for SSO via enterprise authentication systems. |
Single Sign-On is offered for enterprise customers via SAML/SSO. | |
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Bank Data Connectivity Secure connections to client or advisor bank data sources. |
No information available | |
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Number of Supported Integrations Count of third-party integrations supported out-of-the-box. |
No information available |
Proposal Customization & Content Management
(10 Yes /10 Known /11 Possible features)
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Dynamic Content Blocks Ability to insert live data, charts, or tables that auto-update. |
Live data blocks/charts update as client data changes within proposals. | |
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Conditional Logic Show/hide or customize content based on client profile or responses. |
Can show/hide sections (e.g., risk or planning content) based on client responses per demonstration. | |
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Content Library Central library for reusable text, disclaimers, images, and legal clauses. |
Central content library for text blocks, disclaimers, and legal language is part of the editor. | |
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Version Control Track changes, roll back, and view past versions of proposals. |
System supports version history and rollbacks for proposals. | |
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Automatic Data Merge Auto-populate proposals with client-specific data from CRM. |
Proposals pull client data automatically from Orion and connected CRMs. | |
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Content Approval Workflow Multi-level review and approval process for proposal drafts. |
Multi-level review and approval are supported for proposal compliance management. | |
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Brand Compliance Tools Automated checks to ensure proposals adhere to firm branding. |
Brand compliance tools are included for automated firm branding checks. | |
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Media Embedding Support for embedded videos, PDFs, or external media. |
Media embedding (videos, PDFs) is shown in demoed proposal files. | |
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Multi-currency Support Display financial data in client-preferred currencies. |
Multi-currency support referenced to present proposals for clients with cross-border holdings. | |
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Number of Templates Provided Count of ready-to-use templates included. |
No information available | |
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Bulk Proposal Generation Generate multiple proposals simultaneously for marketing campaigns. |
Bulk/automated generation capability highlighted for prospecting campaigns. |
Collaboration & Communication
(7 Yes /7 Known /10 Possible features)
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Internal Comments Ability for team members to leave internal notes and discuss specific sections. |
Internal comment/notes visible for advisors and reviewers in workflow. | |
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Task Assignment Assign sections or responsibilities to different team members. |
Task assignment to collaborators is supported in proposal workflow. | |
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Real-time Coauthoring Multiple users can simultaneously edit a proposal document. |
Coauthoring with multiple collaborators on the same proposal is supported. | |
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Client Collaboration Portal Dedicated area for clients to review, comment, and request changes. |
Client portal includes collaboration features for client feedback and review. | |
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Integrated Messaging Built-in chat or messaging for swift communications. |
No information available | |
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Change Notifications Notify users of updates, comments, or required actions. |
The system provides notifications for proposal edits, comments, and required actions. | |
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Comment Resolution Tracking System tracks and displays resolved/unresolved comments. |
No information available | |
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Collaboration Permissions Granular control over who can view/edit/comment/review proposals. |
Proposal access/permissions are configurable at the user, team, and client level. | |
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Shared Analytics Dashboard Collaborative access to metrics related to proposals’ performance. |
Shared analytics dashboard available for advisors and team leaders. | |
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Maximum Simultaneous Editors The highest number of users who can co-author simultaneously. |
No information available |
Compliance & Security
(6 Yes /6 Known /11 Possible features)
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Regulatory Compliance Tools Built-in features for financial compliance (SEC, FINRA, GDPR, etc.). |
Compliance tracking covers major financial regulation checks (e.g., SEC, FINRA, GDPR). | |
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Audit Logs Comprehensive logging of who did what and when for each proposal. |
Comprehensive proposal audit logs are maintained as part of compliance features. | |
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Document Encryption End-to-end encryption for all stored and transmitted proposal documents. |
Documentation and marketing mention encryption for data at rest and in transit. | |
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Role-Based Security Security enforced depending on user function and access level. |
Role-based security is implemented for different user types. | |
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Data Residency Controls Configure where proposal data is physically stored. |
No information available | |
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Multi-factor Authentication Require two or more authentication methods for access. |
Multi-factor authentication available for users as a security measure. | |
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Third-party Penetration Testing System is tested against vulnerabilities by external security experts. |
No information available | |
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Retention Policy Management Set automatic proposal retention/deletion policies. |
No information available | |
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Redaction Tools Ability to redact sensitive information from proposals before sharing. |
No information available | |
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Time to Detect Unusual Activity Average latency in flagging suspicious actions. |
No information available | |
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Automated Compliance Checks System automatically flags compliance risks or incomplete information. |
Automated compliance tools flag regulatory risks during proposal assembly. |
Analytics & Reporting
(8 Yes /8 Known /11 Possible features)
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Proposal Tracking Track report on status (sent, opened, signed, declined). |
Proposal status (sent, viewed, signed, declined) can be tracked within the system. | |
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Conversion Rate Analytics Monitor proposal acceptance ratios over time. |
Conversion and acceptance rate analytics are included in standard reports. | |
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Time to Close Track and analyze proposal turnaround time. |
No information available | |
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Engagement Analytics Track which sections clients spend time reviewing. |
Section-by-section client engagement analytics are indicated as a feature. | |
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Custom Report Builder User-defined reports based on custom fields or filters. |
No information available | |
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Export to Excel/CSV Export analytics and proposal data for offline analysis. |
Analytics and proposal data can be exported to Excel/CSV. | |
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Real-time Data Updates Analytics are up-to-date with the latest activity. |
Real-time analytics updates feature is included to provide up-to-date reporting. | |
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KPI Dashboards Visual dashboards tracking key proposal and team KPIs. |
Visual dashboards for KPIs are shown in multiple product overviews. | |
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Customizable Notifications Set notification triggers for proposal milestones or deadlines. |
Notifications can be customized for proposal milestones and deadlines. | |
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Number of Built-in Reports Count of pre-defined, ready to use analytics reports. |
No information available | |
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Proposal Pipeline Visualization Graphical representation of proposal progress through sales stages. |
Pipeline visualization appears in CRM/proposal progression modules. |
Automation & Workflow
(8 Yes /8 Known /10 Possible features)
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Automated Proposal Assembly Proposal content is automatically populated based on client or opportunity profile. |
Proposal assembly is automated based on client data and firm rules. | |
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Workflow Automation Automate actions, approvals, and notifications at specific workflow stages. |
Workflow automation for approvals, reminders, and notifications is present. | |
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Automated Reminders Automatic reminders for tasks, deadlines, or outstanding approvals. |
Automated reminders for outstanding tasks and deadlines are advertised. | |
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Template Selection Rules System recommends templates based on opportunity details. |
Template selection rules powered by client/opportunity data are mentioned. | |
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Automatic Data Validation System checks entries for completeness/correctness before advancing workflow. |
Automatic data validation is available for proposal fields and CRM-pulled data. | |
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Bulk Actions Update, send, or archive multiple proposals at once. |
Bulk actions for archiving or sending proposals are built into the workflow tools. | |
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Approval Workflow Stages Number of sequential reviews/approvals a proposal can require. |
No information available | |
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Assignment Automation Proposals automatically assigned to team members based on rules. |
Rules-based assignment of proposals to advisors listed as a workflow automation feature. | |
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Automated Scheduling Schedule proposal sending or follow-ups automatically. |
Scheduling of follow-ups and sending is supported with automation. | |
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Integration with Robotic Process Automation (RPA) Supports integration with enterprise RPA systems for advanced automation. |
No information available |
Client Experience
(10 Yes /10 Known /10 Possible features)
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Digital Signature Clients can review and sign documents online securely. |
Clients can securely review and electronically sign documents online. | |
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Interactive Proposal Viewer Clients can interact with proposal sections, e.g., exploring what-if scenarios. |
Interactive proposal viewer is listed: clients explore, simulate impacts and interact with content. | |
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Proposal Co-browsing Advisor and client can jointly view and discuss the proposal in real time. |
Advisor/client co-browsing for live discussions is referenced in support materials. | |
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Client Feedback Capture Clients can leave feedback or questions directly inside the platform. |
Feedback capture built into client portal—clients comment/ask questions directly. | |
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Mobile-friendly Client Portal Clients can easily access and review proposals via mobile. |
Mobile-friendly portal for clients, responsive design confirmed in documentation. | |
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Multi-factor Access for Clients Clients authenticate using secure multi-factor methods. |
Client-facing two-factor/multi-factor authentication referenced for secure access. | |
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Track Document Views System records when and how clients viewed the proposal. |
System tracks individual document views and timestamps by clients. | |
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Branded Experience Firm’s logos and color schemes appear throughout the client journey. |
Firms can offer fully branded customer experiences throughout the proposal journey. | |
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Automated Welcome/Thank You Messages Automatic personalized communications at key milestones. |
Personalized, automated communications are supported for milestone delivery. | |
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Client Access Expiry Controls Set expiration dates for client access to sensitive proposals. |
Client portal includes timed access; access expiry controls are mentioned. |
Scalability & Performance
(4 Yes /4 Known /10 Possible features)
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Maximum Concurrent Active Users How many users can work simultaneously with strong performance. |
No information available | |
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Proposal Generation Throughput Number of proposals that can be generated per hour. |
No information available | |
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System Uptime SLA Guaranteed uptime commitment from the vendor. |
No information available | |
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Geographic Data Center Distribution System is backed by multi-region or global data centers for speed and redundancy. |
Cloud infrastructure is distributed; multi-region hosting options referenced for redundancy/speed. | |
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Elastic Resource Scaling Automatically scales infrastructure resources with demand. |
Infrastructure auto-scales to maintain uptime and performance during peak activity. | |
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Max Proposal Document Size Supported Maximum file size (including embedded media) supported for a single proposal. |
No information available | |
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Bulk User Onboarding System can onboard hundreds or thousands of new users programmatically. |
Bulk onboarding for enterprise deployments is supported via admin tools/API. | |
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Performance Monitoring Tools In-built tools for system performance visibility. |
Performance dashboards track system health and advisor activity. | |
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Disaster Recovery RTO Maximum recovery time objective in case of a critical failure. |
No information available | |
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Concurrent Proposal Edits Supported Number of proposals that can be edited concurrently without degradation. |
No information available |
Support & Onboarding
(8 Yes /8 Known /10 Possible features)
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24/7 Support Availability Technical support is reachable any time, globally. |
Support available globally with 24/7 and emergency escalation. | |
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Multi-channel Support Support can be reached via phone, email, chat, or ticket system. |
Support available by chat, phone, and email per product page. | |
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Dedicated Account Manager Each client has an assigned account representative. |
Dedicated account manager provided for firm clients; referenced on pricing/support pages. | |
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Training Materials Provided Comprehensive videos, walkthroughs, and documentation. |
Training videos, guides, and onboarding walkthroughs available online and on request. | |
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Custom Onboarding Plans Tailored adoption and migration plans for large clients. |
Onboarding/migration plans tailored for large firms per sales documentation. | |
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Onboarding Time Typical duration to onboard a standard advisory team. |
No information available | |
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User Community/Forum Access Access to an online community for sharing best practices. |
Orion community and forum access provided for best practices and networking. | |
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Knowledge Base Extensive searchable help articles and FAQs. |
Searchable knowledge base and help center are available. | |
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Live Training Sessions Regular instructor-led group or private onboarding sessions. |
Live and on-demand training sessions are offered regularly and by request. | |
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Average Support Response Time Vendor’s typical first-response time for support tickets. |
No information available |
Cost & Licensing Model
(7 Yes /7 Known /10 Possible features)
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Transparent Pricing All costs, optional add-ons, and overage charges are clearly disclosed. |
Transparent pricing with breakdowns and fee clarity is a stated sales differentiator. | |
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Flexible Licensing (per user, per proposal, enterprise) Choice of pricing schemes to match organization size and need. |
Licensing available per user, per proposal, or as an enterprise agreement. | |
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No Long-term Contract Required Option for monthly, cancel-anytime plans. |
Monthly, cancel-anytime plans are available for small firms or pilots. | |
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Scalable Pricing Cost increases only as usage or user count rises. |
Pricing is tiered and scales based on advisor count and/or generated volume. | |
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Free Trial Availability Trial period offered with full or partial features. |
Free trial available upon request per website and sales inquiry. | |
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Included Support Levels How many support/escalation tiers are included in base price. |
No information available | |
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Bulk Discounting/Volume Pricing Discounts available at higher usage or user thresholds. |
Volume discounts available for large firm or enterprise contracts. | |
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Cost per User/Month Specific minimum price for a single advisor or user. |
No information available | |
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Cost per Proposal Generated Variable or overage fee per generated proposal, if charged. |
No information available | |
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Free Feature Upgrades New features rolled out without added cost. |
Feature upgrades included at no additional cost for cloud clients. |
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