Better Proposals for Financial Advisors

Clarity and client comfort is vital in your industry.
This saves you time and keeps your clients happy.

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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:

Send an Online Brochure

To pique the interest of new leads, you send your latest online brochure, containing just the right amount of information and impressive case studies of previous success stories. Using Better Proposals analytics will tell you open rates and help you schedule the very best time to put in a call to set up a client meeting.

Create Their Proposal

Simple edits to the online brochure will result in an impressive proposal that is tailored to meet a particular client’s needs. Following your client meeting, this can be sent over immediately with a Letter of Engagement to get the wheels in motion.

Online Signature and Payments

By completing the digital e-signature block, your client can both rapidly engage your services. With our Instant Payments feature benefitting from our integrations with Stripe, any fees or deposits due can be settled in a convenient and safe manner.

Client Progress Reports

Existing clients can be kept up to date on the latest developments in their portfolios and investments via regular online reports. Not only simple to create and send with the Better Proposal editor, they'll look incredible too - helping you stand out.

Upgrade your client communication

Using Better Proposals intelligently not to just send out proposals but rather manage an entire client journey represents how you can maximise efficiency and the value of your investment. To explore the options further today why not sign up for free and start our complimentary 14 day trial?
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Over $120,000,000 of sales
won using Better Proposals

What are the benefits over using
Microsoft Word and InDesign?

Enough control to make it yours.
But not so much that you spend your entire day working on it.

Save Time Writing Proposals Save Hours Using intelligent templating and merge tags takes your proposal writing from hours to minutes. There's no formatting to do and the design takes care of itself.
Beautifully Designed Online Proposals Beautifully Designed The fonts are perfectly sized and spaced, images look perfect every time and your proposal will always look perfect on any device.
Impress your clients Impress Your Clients From the way that the email arrives, to the awesome full screen covers, high definition imagery and embedded videos, your clients will be left with no choice but to be impressed.
Close Deals Faster Close Deals Faster Using the built-in Digital Signature tool, your potential client can sign their name online to approve your proposal legally and securely.
Follow Up at the right time Follow Up at The Right Time The second your client opens your proposal you get an instant notification and you can track what they're reading live. You can see which pages they've read, in what order and for how long.
Organised Pipeline Organised Pipeline A structured sales process is the foundation of any successful business. Better Proposals shows you your pipeline, which stage each deal is at and who you need to follow up with next.
Our time to write proposals went down and our conversion rate went up. Win win all round if you ask me.
Jack Manley
Freestyle Web Design

Integrates with your favourite tools


Do live search from Better Proposals and pull in the contact details from your CRM


Allow your clients to pay you immediately after signing your proposal.

Live Chat

Put Live Chat on your proposals and answer their questions when they have them.


Your questions, answered

Your questions, answered

Common questions about plans, designs and security

You don’t have a template for my industry! Not to worry - all of our templates can be quickly adapted to suit your needs. Many users also prefer to import their own templates, so whether you want something all your own or something fast & easy, there’s a template for you. Can I edit your templates? Yes, you can! Add, delete, or change sections as you see fit. Make a mistake? Just import the template from the Marketplace again and you’re good to go. Do you need my credit card number? Not for the free trial. We won’t ask you for any payment details until it’s time to purchase a plan. Are my proposals secure? Yes, absolutely. Better Proposals uses 256bit SSL security to protect your account. Your proposals are always private, and every proposal recipient is given their own unique encrypted link that can’t be intercepted or accessed by anyone else. Will my clients see your logo? That’s up to you! All monthly plans allow you to remove our branding and logo from your proposals, giving a clean, white-label feel. Or, you can keep our logo and branding active and earn a commission when recipients sign up for Better Proposals. Can I change my plan after purchase? Yes! Test out any of the plans above, and if it’s not working, you can upgrade or downgrade whenever you want, as often as you want. I’m not a designer. How do I make my proposal look presentable? Better Proposals handles font spacing, colour schemes, and design details by default. We’ll take care of the minor details so you can focus on landing the sale. Feeling stuck? Contact Support and we’ll help you along. What about custom plans? Enterprise users can send unlimited proposals and add extra users for just $10/mo. You can access training, template design services, and proposal copywriting services through our partners. Can you answer another question not listed here? Yes! We can answer questions in as little as 10 minutes during business hours. Contact us and we’ll get back to you shortly.