Creating proposals is now
Easy, fast and painless
As a specialist financial advisor, you’ll need an efficient tool at your fingertips to help you get smart, polished documents in front of both new and existing clients.
It's easy to add personal branding to every document created using Better Proposals, bringing a truly professional and coordinated look to your streamlined sales process. Each stage of the client’s journey is easily tracked and progressed forward with this simple workflow pipeline: