at Financial Technnology Year
Please contact them if you have any questions.
Proposify for Financial Services from Proposify
Online proposal software with interactive pricing tables, electronic signatures, template management, activity tracking, CRM integration, and analytics to improve close rates for financial advisors.
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.
More Proposal Generation Systems
More Business Development and Marketing ...
User Interface & Experience
(6 Yes /9 Known /11 Possible features)
|
Intuitive Dashboard Central hub that summarizes proposal statuses and quick actions. |
Proposify advertises a central dashboard for proposal management and quick access to proposal status and actions. | |
|
Mobile Accessibility Capability to use the system via mobile devices (app or responsive web). |
Product is accessible via a responsive website, and mobile accessibility is highlighted in user guides. | |
|
Customizable Templates Range of editable proposal templates for diverse client needs. |
Proposify offers customizable and reusable templates for proposals. | |
|
Drag-and-Drop Editor Visual editor allowing drag-and-drop component placement. |
Drag-and-drop editing is a core advertised feature. | |
|
Multi-language Support Ability to present content and interface in multiple languages. |
Not as far as we are aware.* No evidence of multi-language interface; appears to be English only based on documentation. | |
|
Accessibility Compliance Compliance with accessibility standards (e.g., WCAG 2.1). |
No information available | |
|
Personalization Options Ability to tailor interface and branding for specific firms or advisors. |
Branding and firm-specific personalization are supported based on product documentation. | |
|
Response Time Average time to load and interact with proposal editor. |
No information available | |
|
Guided Workflows Step-by-step walkthroughs to reduce user error. |
Not as far as we are aware.* No step-by-step wizard or guided workflows are specifically promoted; setup is user driven. | |
|
User Profiles & Roles Role-based access and personalized dashboards. |
Supports multiple user types with role-based privileges in settings. | |
|
Dark Mode Support Option to switch to dark mode for visual comfort. |
Not as far as we are aware.* No mention of dark mode in UI documentation or marketing materials. |
Integration Capabilities
(6 Yes /6 Known /10 Possible features)
|
CRM Integration Seamless import/export of client data from major CRMs. |
Integration with Salesforce and other CRMs is advertised as a major feature. | |
|
Document Management Integration Ability to integrate with document storage systems like SharePoint or Dropbox. |
Can connect to document storage services such as Dropbox and Google Drive. | |
|
API Availability System provides APIs for custom integrations and process automation. |
Offers a public API for custom integration. | |
|
Financial Planning Tools Integration Integration with financial planning and portfolio modeling tools. |
No information available | |
|
e-Signature Integration Support for digital signatures with platforms like DocuSign or Adobe Sign. |
Supports e-signature through integrations (e.g., DocuSign, Adobe Sign). | |
|
Email Platform Integration Sync with email clients for sending and tracking proposals. |
Integration with email clients and email tracking is offered. | |
|
Calendar Sync Integration with calendar systems for scheduling proposal follow-ups. |
Supports calendar integration for proposal follow-ups (e.g., Google Calendar). | |
|
Single Sign-On (SSO) Support for SSO via enterprise authentication systems. |
No information available | |
|
Bank Data Connectivity Secure connections to client or advisor bank data sources. |
No information available | |
|
Number of Supported Integrations Count of third-party integrations supported out-of-the-box. |
No information available |
Proposal Customization & Content Management
(9 Yes /9 Known /11 Possible features)
|
Dynamic Content Blocks Ability to insert live data, charts, or tables that auto-update. |
Proposal sections can include live data, such as pricing tables, that auto-update if edited. | |
|
Conditional Logic Show/hide or customize content based on client profile or responses. |
Conditional logic for section visibility and content tailoring is supported according to documentation. | |
|
Content Library Central library for reusable text, disclaimers, images, and legal clauses. |
Proposify has a central content library for reusable text and assets. | |
|
Version Control Track changes, roll back, and view past versions of proposals. |
Versioning and revision history are built in. | |
|
Automatic Data Merge Auto-populate proposals with client-specific data from CRM. |
Fields can be auto-populated from CRM integrations. | |
|
Content Approval Workflow Multi-level review and approval process for proposal drafts. |
Multi-level review and content approval workflow supported as per enterprise documentation. | |
|
Brand Compliance Tools Automated checks to ensure proposals adhere to firm branding. |
Branding compliance is automated during proposal setup. | |
|
Media Embedding Support for embedded videos, PDFs, or external media. |
Embedding of PDFs and videos is supported, though some restrictions may apply depending on type. | |
|
Multi-currency Support Display financial data in client-preferred currencies. |
No information available | |
|
Number of Templates Provided Count of ready-to-use templates included. |
No information available | |
|
Bulk Proposal Generation Generate multiple proposals simultaneously for marketing campaigns. |
Bulk proposal generation for campaigns is mentioned in support documentation. |
Collaboration & Communication
(6 Yes /6 Known /10 Possible features)
|
Internal Comments Ability for team members to leave internal notes and discuss specific sections. |
Internal commenting and team discussions on proposals are available. | |
|
Task Assignment Assign sections or responsibilities to different team members. |
Sections of proposals can be assigned to specific users. | |
|
Real-time Coauthoring Multiple users can simultaneously edit a proposal document. |
Real-time co-authoring is supported. | |
|
Client Collaboration Portal Dedicated area for clients to review, comment, and request changes. |
Clients can review, comment, and request changes via a dedicated portal. | |
|
Integrated Messaging Built-in chat or messaging for swift communications. |
No information available | |
|
Change Notifications Notify users of updates, comments, or required actions. |
Notification options exist for proposal changes and comments. | |
|
Comment Resolution Tracking System tracks and displays resolved/unresolved comments. |
No information available | |
|
Collaboration Permissions Granular control over who can view/edit/comment/review proposals. |
Permissions for collaborators are granular and can be customized. | |
|
Shared Analytics Dashboard Collaborative access to metrics related to proposals’ performance. |
No information available | |
|
Maximum Simultaneous Editors The highest number of users who can co-author simultaneously. |
No information available |
Compliance & Security
(5 Yes /5 Known /11 Possible features)
|
Regulatory Compliance Tools Built-in features for financial compliance (SEC, FINRA, GDPR, etc.). |
Product promotes compliance features specific to financial services (e.g., audit trails, e-signature, data privacy). | |
|
Audit Logs Comprehensive logging of who did what and when for each proposal. |
Activity tracking and audit logs are maintained for every proposal. | |
|
Document Encryption End-to-end encryption for all stored and transmitted proposal documents. |
All proposal documents are encrypted according to their security documentation. | |
|
Role-Based Security Security enforced depending on user function and access level. |
Role-based security and access levels are core to their user management approach. | |
|
Data Residency Controls Configure where proposal data is physically stored. |
No information available | |
|
Multi-factor Authentication Require two or more authentication methods for access. |
No information available | |
|
Third-party Penetration Testing System is tested against vulnerabilities by external security experts. |
No information available | |
|
Retention Policy Management Set automatic proposal retention/deletion policies. |
No information available | |
|
Redaction Tools Ability to redact sensitive information from proposals before sharing. |
No information available | |
|
Time to Detect Unusual Activity Average latency in flagging suspicious actions. |
No information available | |
|
Automated Compliance Checks System automatically flags compliance risks or incomplete information. |
Automated compliance checks are marketed for regulated industries like financial services. |
Analytics & Reporting
(9 Yes /9 Known /11 Possible features)
|
Proposal Tracking Track report on status (sent, opened, signed, declined). |
Proposal tracking is heavily marketed (sent, viewed, signed, etc.). | |
|
Conversion Rate Analytics Monitor proposal acceptance ratios over time. |
Analytics dashboard provides insights into proposal conversion rates. | |
|
Time to Close Track and analyze proposal turnaround time. |
No information available | |
|
Engagement Analytics Track which sections clients spend time reviewing. |
Engagement analytics features track time spent by recipient on each section. | |
|
Custom Report Builder User-defined reports based on custom fields or filters. |
Report building on custom fields is promoted as part of advanced analytics. | |
|
Export to Excel/CSV Export analytics and proposal data for offline analysis. |
Exports to Excel and CSV are fully supported. | |
|
Real-time Data Updates Analytics are up-to-date with the latest activity. |
Analytics are real-time, reflecting user and client actions immediately. | |
|
KPI Dashboards Visual dashboards tracking key proposal and team KPIs. |
Visual KPI dashboards are included in the analytics suite. | |
|
Customizable Notifications Set notification triggers for proposal milestones or deadlines. |
Customizable notifications (such as deadlines or milestones) are part of settings. | |
|
Number of Built-in Reports Count of pre-defined, ready to use analytics reports. |
No information available | |
|
Proposal Pipeline Visualization Graphical representation of proposal progress through sales stages. |
Graphical pipeline/stage visualization for all proposals in system. |
Automation & Workflow
(8 Yes /8 Known /10 Possible features)
|
Automated Proposal Assembly Proposal content is automatically populated based on client or opportunity profile. |
Proposals can be assembled automatically based on account or template criteria. | |
|
Workflow Automation Automate actions, approvals, and notifications at specific workflow stages. |
Workflow automation for actions, approvals, and notifications is highlighted for enterprise users. | |
|
Automated Reminders Automatic reminders for tasks, deadlines, or outstanding approvals. |
Automated reminders are built into platform for proposals and tasks. | |
|
Template Selection Rules System recommends templates based on opportunity details. |
Template recommendations based on opportunity data are present. | |
|
Automatic Data Validation System checks entries for completeness/correctness before advancing workflow. |
Data validation occurs before proposals are sent or approved. | |
|
Bulk Actions Update, send, or archive multiple proposals at once. |
Bulk actions on multiple proposals at once (e.g., send or archive) are possible. | |
|
Approval Workflow Stages Number of sequential reviews/approvals a proposal can require. |
No information available | |
|
Assignment Automation Proposals automatically assigned to team members based on rules. |
Assignment of proposals to team members can be automated based on rules. | |
|
Automated Scheduling Schedule proposal sending or follow-ups automatically. |
Scheduling of proposal sends and follow-ups is automated. | |
|
Integration with Robotic Process Automation (RPA) Supports integration with enterprise RPA systems for advanced automation. |
No information available |
Client Experience
(7 Yes /7 Known /10 Possible features)
|
Digital Signature Clients can review and sign documents online securely. |
Digital signature is a top-tier feature. | |
|
Interactive Proposal Viewer Clients can interact with proposal sections, e.g., exploring what-if scenarios. |
Interactive proposal viewer allows clients to interact with pricing and options in proposals. | |
|
Proposal Co-browsing Advisor and client can jointly view and discuss the proposal in real time. |
No information available | |
|
Client Feedback Capture Clients can leave feedback or questions directly inside the platform. |
Clients can directly comment on proposals for feedback within the platform. | |
|
Mobile-friendly Client Portal Clients can easily access and review proposals via mobile. |
Client portal is mobile-friendly and accessible via mobile browser. | |
|
Multi-factor Access for Clients Clients authenticate using secure multi-factor methods. |
No information available | |
|
Track Document Views System records when and how clients viewed the proposal. |
Tracks document views and engagement by each client. | |
|
Branded Experience Firm’s logos and color schemes appear throughout the client journey. |
Proposals are fully branded with firm logos and colors. | |
|
Automated Welcome/Thank You Messages Automatic personalized communications at key milestones. |
No information available | |
|
Client Access Expiry Controls Set expiration dates for client access to sensitive proposals. |
Access expiration dates for client proposals are configurable. |
Scalability & Performance
(1 Yes /1 Known /10 Possible features)
|
Maximum Concurrent Active Users How many users can work simultaneously with strong performance. |
No information available | |
|
Proposal Generation Throughput Number of proposals that can be generated per hour. |
No information available | |
|
System Uptime SLA Guaranteed uptime commitment from the vendor. |
No information available | |
|
Geographic Data Center Distribution System is backed by multi-region or global data centers for speed and redundancy. |
No information available | |
|
Elastic Resource Scaling Automatically scales infrastructure resources with demand. |
No information available | |
|
Max Proposal Document Size Supported Maximum file size (including embedded media) supported for a single proposal. |
No information available | |
|
Bulk User Onboarding System can onboard hundreds or thousands of new users programmatically. |
Bulk user onboarding for teams available via API and CSV import. | |
|
Performance Monitoring Tools In-built tools for system performance visibility. |
No information available | |
|
Disaster Recovery RTO Maximum recovery time objective in case of a critical failure. |
No information available | |
|
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)
|
24/7 Support Availability Technical support is reachable any time, globally. |
24/7 global support is mentioned on their website. | |
|
Multi-channel Support Support can be reached via phone, email, chat, or ticket system. |
Support is available via email, chat, and phone. | |
|
Dedicated Account Manager Each client has an assigned account representative. |
Dedicated account managers provided for business/enterprise accounts. | |
|
Training Materials Provided Comprehensive videos, walkthroughs, and documentation. |
Offers written guides, FAQs, and video training for users. | |
|
Custom Onboarding Plans Tailored adoption and migration plans for large clients. |
Custom onboarding plans available for large customers. | |
|
Onboarding Time Typical duration to onboard a standard advisory team. |
No information available | |
|
User Community/Forum Access Access to an online community for sharing best practices. |
User community/forum available for best practices and peer support. | |
|
Knowledge Base Extensive searchable help articles and FAQs. |
Extensive online knowledge base is provided. | |
|
Live Training Sessions Regular instructor-led group or private onboarding sessions. |
Live instructor-led onboarding and training sessions available. | |
|
Average Support Response Time Vendor’s typical first-response time for support tickets. |
No information available |
Cost & Licensing Model
(6 Yes /6 Known /10 Possible features)
|
Transparent Pricing All costs, optional add-ons, and overage charges are clearly disclosed. |
Pricing is publicly available and lists all options and add-ons. | |
|
Flexible Licensing (per user, per proposal, enterprise) Choice of pricing schemes to match organization size and need. |
Pricing can be per user, per account, or enterprise depending on firm size. | |
|
No Long-term Contract Required Option for monthly, cancel-anytime plans. |
Cancel-anytime and monthly contracts are available. | |
|
Scalable Pricing Cost increases only as usage or user count rises. |
Pricing scales based on the number of users. | |
|
Free Trial Availability Trial period offered with full or partial features. |
Free trials available with feature limits. | |
|
Included Support Levels How many support/escalation tiers are included in base price. |
No information available | |
|
Bulk Discounting/Volume Pricing Discounts available at higher usage or user thresholds. |
No information available | |
|
Cost per User/Month Specific minimum price for a single advisor or user. |
No information available | |
|
Cost per Proposal Generated Variable or overage fee per generated proposal, if charged. |
No information available | |
|
Free Feature Upgrades New features rolled out without added cost. |
Feature upgrades are included in all plans according to vendor documentation. |
This data was generated by an AI system. Please check
with the supplier. More here
While you are talking to them, please let them know that they need to update their entry.