Proposal Management System for Investment Advisors that propels your deals forward
Discover an easy way to create professional proposals in PDF format, share them with your customers for review and signature, and track the progress of your deals. pdfFiller is an effective RFP tool that takes the hassle out of your workday.
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What makes pdfFiller an excellent Proposal Management System for Investment Advisors?
With its comprehensive PDF editor, document management tools, and eSignature capabilities, pdfFiller is a robust RFP solution that ensures efficient deal management.
Easy-to-use editing tools
Create, edit, and customize your proposals with ease. Add text, highlight important sections, insert images or graphics, and even add watermarks or sticky notes to your RFP documents.
Reusable templates
Create and save proposal templates for future use. Streamline the process of creating new RFPs to reclaim working hours and ensure the consistency of your documents.
Electronic signatures
Speed up the approval process by sending proposals for review and eSignature directly from your RFP solution. Ensure the efficiency and legality of your business agreements.
Proposal tracking
Track the status of your RFP documents with email notifications and instant updates in the dashboard to ensure you always have a handle on your RFP process.
Collaborative features
Work on proposals together with your teammates and easily share them with internal and external stakeholders to facilitate better communication and faster decision making.
Available on mobile
pdfFiller offers mobile apps for iOS and Android, enabling you to edit, manage, and share proposals from anywhere and at any time.
Trusted RFP management software
Check our most up-to-date pdfFiller stats.
64M+
users worldwide
420+
Fortune 500 companies using pdfFiller
4.6/5
average user rating
3.9M
PDFs edited per month
pdfFiller’s Proposal Management System for Investment Advisors: Generate and manage, and keep an eye on your proposals trouble-free
Whether you’re assembling a Request for Proposal (RFP) or find yourself on the other side of a review and negotiation process, pdfFiller’s Proposal Management System for Investment Advisors is here to smooth out and streamline the process of finalizing your deal.
Though "pdfFiller" might hint otherwise, our platform works with a number of file formats and features different proposal management tools that let you edit existing documents or set up ones from scratch. You can also convert them into easy-to-share and -embed fillable forms for smooth data collection. Transform any file into a reusable template, leaving less room for error and process inefficiencies. Follow the steps below to start benefiting from pdfFiller.
Getting started with Investment Advisors Proposal Management System to set up and work together on your first proposal
Head to the pdfFiller website and hit Start Free Trial.
Select the best plan and create your account.
In the top right, click your profile avatar > hit Invite team members, and set up your collaborative workspace.
Go back to the Dashboard and hit Add new to upload a document or set up one from scratch.
You can use proposal templates from the existing catalog or the US Legal document catalog if you require a headstart.
In the editor, explore an array of dynamic editing and annotation functionalities our Proposal Management System for Investment Advisors has to offer.
Leverage the incorporated eSignature tools to certify the form.
Prepare your form for data collection by clicking Add Fillable Fields > Add Recipients, and send it via email, fax and SMS or shareable link.
Save the executed copy to your gadget, turn it to a template, or send it to the cloud service of your choosing (DropBox and OneDrive, Google Drive, and Box) through native integrations.
You don’t need expensive RFP solutions when you have pdfFiller, a trustworthy Proposal Management System for Investment Advisors, at hand. It strikes a balance between power and performance, offering a robust toolkit and easy-to-use interface for streamlined proposal management.
Register for your free trial and perfect your document-driven processes today!
Video guide about Proposal Management System for Investment Advisors
Every proposal management tool you need to close deals fast
100% paperless workflows
Enhanced productivity & collaboration
Reduced paperwork and labor costs
Why pdfFiller wins
Try the RFP software that respects your budget and time.
Cloud-native PDF editor
Access pdfFiller from anywhere. No installation needed.
Top-rated for ease of use
Edit proposals faster with an intuitive UI that only takes minutes to master.
Unlimited document storage
Securely store any number of documents and templates in the cloud.
Unmatched cost-to-value
Get an all-in-one RFP solution at a lower price than bigger brands.
Industry-leading customer service
Enjoy peace of mind with pdfFiller’s highly acclaimed customer support.
Security & compliance
Protect your data according to the highest security standards.
pdfFiller streamlines the proposal process across industries
Our user reviews speak for themselves.
Ready to get started?
Jump in and try our proposal management system hands-on!
Edit proposals in PDF format
Send proposals for approval
Track your proposals in real-time
Questions & answers
Below is a list of the most common customer questions.
If you can’t find an answer to your question, please don’t hesitate to reach out to us.
What is AUM for financial advisors?
Another way many financial advisors charge is the assets under management (AUM) fee method. The AUM fee is a percentage, based on the value of your investment portfolio. The average financial advisor fee is typically between about 0.5% to 2% per year, but can vary based on how the financial advisors operate.
How do you put together an investment proposal?
It's essential to describe your product or service, define your target market, and outline marketing strategies to attract and retain customers. Additionally, include financial projections, address potential risks, and conclude with a strong call to action that encourages investors to invest in your business.
What is an RFP for financial advisor?
by Maria Stenina, Assistant Manager of Marketing and Operations – Oswald Financial, Inc. RFP stands for Request for Proposal. It is a tool that can help you, the issuer, to select the best fit of a firm to provide financial advisory services.
What is proposal generation in wealth management?
A wealth management company proposal is a document created by wealth management firms in order to sell their services to potential clients. The proposal outlines the firm's investment philosophy, process, and track record, as well as the services they offer and the fees they charge.