Quick Overview
- 1#1: RightCapital - Cloud-based financial planning software that generates interactive, customizable client proposals with retirement, tax, and cash flow illustrations.
- 2#2: MoneyGuidePro - Industry-leading goal-based planning tool that creates personalized financial proposals with scenario analysis and retirement strategies.
- 3#3: eMoney Advisor - Comprehensive wealth platform offering dynamic financial planning proposals integrated with client data aggregation and goal tracking.
- 4#4: Orion Advisor Tech - Advanced portfolio management system with robust reporting and proposal generation for client investment recommendations.
- 5#5: Advyzon - All-in-one advisor platform providing customizable proposal templates, financial planning, and CRM integration.
- 6#6: Riskalyze - Risk assessment software that generates portfolio proposals matched to client risk tolerance with performance projections.
- 7#7: Holistiplan - Automated tax planning tool producing detailed tax projection reports and advisory proposals for clients.
- 8#8: Asset-Map - Visual asset allocation software that creates shareable, one-page maps and proposals for client portfolio reviews.
- 9#9: Snap Projections - Projection software generating professional client reports and proposals for retirement and financial planning scenarios.
- 10#10: Wealthbox - Modern CRM for advisors featuring proposal templates, workflow automation, and client communication tools.
These tools were selected based on a blend of robust features (including customization, scenario analysis, and data integration), intuitive usability, and long-term value, ensuring they meet the evolving demands of modern advisory practices.
Comparison Table
Financial advisor proposal generation software simplifies creating client-ready documents, and this comparison table explores top tools including RightCapital, MoneyGuidePro, eMoney Advisor, Orion Advisor Tech, and Advyzon. Readers will discover key features, usability, and how these platforms align with practice needs to enhance efficiency and client engagement.
| # | Tool | Category | Overall | Features | Ease of Use | Value |
|---|---|---|---|---|---|---|
| 1 | RightCapital Cloud-based financial planning software that generates interactive, customizable client proposals with retirement, tax, and cash flow illustrations. | specialized | 9.7/10 | 9.8/10 | 9.5/10 | 9.3/10 |
| 2 | MoneyGuidePro Industry-leading goal-based planning tool that creates personalized financial proposals with scenario analysis and retirement strategies. | specialized | 8.9/10 | 9.4/10 | 7.8/10 | 8.2/10 |
| 3 | eMoney Advisor Comprehensive wealth platform offering dynamic financial planning proposals integrated with client data aggregation and goal tracking. | enterprise | 8.2/10 | 8.8/10 | 7.9/10 | 7.5/10 |
| 4 | Orion Advisor Tech Advanced portfolio management system with robust reporting and proposal generation for client investment recommendations. | enterprise | 8.4/10 | 8.7/10 | 8.2/10 | 7.9/10 |
| 5 | Advyzon All-in-one advisor platform providing customizable proposal templates, financial planning, and CRM integration. | specialized | 8.4/10 | 8.7/10 | 8.0/10 | 8.2/10 |
| 6 | Riskalyze Risk assessment software that generates portfolio proposals matched to client risk tolerance with performance projections. | specialized | 8.2/10 | 8.5/10 | 9.0/10 | 7.8/10 |
| 7 | Holistiplan Automated tax planning tool producing detailed tax projection reports and advisory proposals for clients. | specialized | 8.2/10 | 8.7/10 | 8.0/10 | 8.3/10 |
| 8 | Asset-Map Visual asset allocation software that creates shareable, one-page maps and proposals for client portfolio reviews. | specialized | 8.6/10 | 9.0/10 | 9.4/10 | 8.2/10 |
| 9 | Snap Projections Projection software generating professional client reports and proposals for retirement and financial planning scenarios. | specialized | 8.4/10 | 9.1/10 | 8.3/10 | 7.8/10 |
| 10 | Wealthbox Modern CRM for advisors featuring proposal templates, workflow automation, and client communication tools. | specialized | 6.8/10 | 5.9/10 | 8.4/10 | 7.1/10 |
Cloud-based financial planning software that generates interactive, customizable client proposals with retirement, tax, and cash flow illustrations.
Industry-leading goal-based planning tool that creates personalized financial proposals with scenario analysis and retirement strategies.
Comprehensive wealth platform offering dynamic financial planning proposals integrated with client data aggregation and goal tracking.
Advanced portfolio management system with robust reporting and proposal generation for client investment recommendations.
All-in-one advisor platform providing customizable proposal templates, financial planning, and CRM integration.
Risk assessment software that generates portfolio proposals matched to client risk tolerance with performance projections.
Automated tax planning tool producing detailed tax projection reports and advisory proposals for clients.
Visual asset allocation software that creates shareable, one-page maps and proposals for client portfolio reviews.
Projection software generating professional client reports and proposals for retirement and financial planning scenarios.
Modern CRM for advisors featuring proposal templates, workflow automation, and client communication tools.
RightCapital
specializedCloud-based financial planning software that generates interactive, customizable client proposals with retirement, tax, and cash flow illustrations.
Interactive Proposals that embed live financial planning scenarios, allowing clients to explore 'what-if' options in real-time during presentations
RightCapital is a leading financial planning platform tailored for financial advisors, offering robust tools for retirement, tax, investment, and Social Security optimization planning. It excels in proposal generation by transforming complex financial analyses into interactive, branded client proposals that include dynamic charts, scenarios, and what-if analyses. Advisors can streamline their sales process with automated workflows, client portals, and seamless CRM integrations, making it a top choice for proposal-centric practices.
Pros
- Comprehensive proposal builder with interactive elements and scenario modeling
- Modern, intuitive interface that reduces time from planning to proposal delivery
- Strong integrations with CRMs like Wealthbox and Redtail for efficient workflows
Cons
- Higher pricing tiers may deter solo advisors or small firms
- Advanced customization requires some learning curve
- Limited free trial duration compared to competitors
Best For
Financial advisory firms focused on high-touch client proposals and holistic financial planning to drive conversions.
Pricing
Starts at $150/month per advisor (Growth plan), up to $200+/month for Enterprise with advanced features; annual discounts available.
MoneyGuidePro
specializedIndustry-leading goal-based planning tool that creates personalized financial proposals with scenario analysis and retirement strategies.
Patented Success Score metric that visually quantifies goal achievement probability, making proposals uniquely persuasive
MoneyGuidePro is a comprehensive financial planning platform that empowers financial advisors to develop goal-based plans and generate detailed client proposals through interactive visualizations and scenario modeling. It leverages Monte Carlo simulations and risk assessments to create compelling, data-driven proposals illustrating retirement paths, investment strategies, and goal achievement probabilities. The software integrates with CRMs and custodians, facilitating seamless proposal delivery and client engagement via a robust portal.
Pros
- Advanced Monte Carlo simulations for robust scenario analysis in proposals
- Stunning interactive visualizations and reports that enhance client presentations
- Seamless integrations with CRM systems like Salesforce for efficient workflow
Cons
- Steep learning curve for new users due to its depth
- High pricing that may not suit solo advisors
- Overly complex for simple, templated proposal needs
Best For
Established advisory firms with high-net-worth clients needing sophisticated, analytics-driven financial proposals.
Pricing
Custom enterprise pricing, typically $2,500–$5,000 per advisor annually depending on firm size and modules.
eMoney Advisor
enterpriseComprehensive wealth platform offering dynamic financial planning proposals integrated with client data aggregation and goal tracking.
Dynamic Goal Planner with real-time data aggregation for hyper-personalized, interactive proposal scenarios
eMoney Advisor is a comprehensive wealth management platform designed for financial advisors, featuring advanced financial planning tools that enable the generation of customized client proposals and reports. It integrates account aggregation, scenario modeling, and interactive client portals to create data-driven proposals showcasing retirement, estate, and investment strategies. While not exclusively a proposal generator, its robust analytics and visualization capabilities make it highly effective for producing professional, personalized advisor proposals.
Pros
- Powerful dynamic modeling and scenario analysis for compelling proposals
- Seamless integration with account data for real-time, accurate illustrations
- Customizable templates and client collaboration tools enhance proposal delivery
Cons
- Steep learning curve due to extensive feature set
- High cost may not suit solo advisors or small firms
- Overkill for basic proposal needs, as it's a full-suite platform
Best For
Established financial advisory firms managing high-net-worth clients who need integrated planning and sophisticated proposal generation.
Pricing
Custom enterprise pricing via quote; typically $5,000–$15,000+ per advisor annually depending on firm size and features.
Orion Advisor Tech
enterpriseAdvanced portfolio management system with robust reporting and proposal generation for client investment recommendations.
Real-time data synchronization from aggregated accounts, ensuring proposals always reflect current portfolio performance and allocations without manual updates.
Orion Advisor Tech is a comprehensive wealth management platform that includes integrated proposal generation tools tailored for financial advisors. It enables the creation of customized, data-driven investment proposals using real-time portfolio data, performance reporting, and compliance-ready templates. The software streamlines proposal workflows by pulling in account aggregation, asset allocation, and risk analytics directly into professional documents, supporting client onboarding and relationship management.
Pros
- Seamless integration with Orion's portfolio management and reporting for accurate, real-time data
- Highly customizable templates with drag-and-drop editing and branding options
- Built-in compliance features and e-signature support for efficient client approvals
Cons
- Not a standalone tool; requires full Orion platform subscription
- Steep initial learning curve for non-Orion users
- Pricing scales with AUM, making it less accessible for small firms
Best For
Mid-sized to large advisory firms already using Orion's ecosystem who need integrated, data-rich proposal generation.
Pricing
Custom enterprise pricing based on assets under management (AUM) or accounts; typically $1-3 per $1M AUM annually, with minimums for smaller firms—contact sales for quote.
Advyzon
specializedAll-in-one advisor platform providing customizable proposal templates, financial planning, and CRM integration.
Dynamic data integration that auto-populates proposals with live portfolio and client information
Advyzon is a comprehensive advisor technology platform that includes powerful proposal generation tools tailored for financial advisors. It enables users to create professional, customized client proposals, investment summaries, and financial plans by integrating data from its CRM, portfolio accounting, and reporting modules. The software streamlines the proposal workflow, supporting new client onboarding and ongoing reviews with dynamic templates and branding options.
Pros
- Seamless integration with CRM and portfolio data for accurate, real-time proposals
- Highly customizable templates supporting investment, planning, and account opening documents
- Efficient workflow for client presentations and e-signatures
Cons
- Proposal tools are part of a broader platform, lacking some depth of specialized standalone solutions
- Initial setup and learning curve for full customization can be time-intensive
- Higher cost for smaller firms due to bundled features
Best For
Mid-sized RIAs and advisory firms needing integrated proposal generation within a full client management ecosystem.
Pricing
Tiered subscription starting at $120/user/month for Essentials, up to $250+/user/month for Enterprise; custom quotes available.
Riskalyze
specializedRisk assessment software that generates portfolio proposals matched to client risk tolerance with performance projections.
The Risk Number—a 0-120 scale that quantifies subjective risk tolerance into an objective metric for proposals
Riskalyze is a risk intelligence platform designed for financial advisors to measure client risk tolerance via its proprietary Risk Number and align portfolios accordingly. It facilitates proposal generation by producing one-page investment proposals that incorporate personalized risk scores, portfolio stress tests, and recommended allocations. The tool emphasizes behavioral finance, helping advisors demonstrate value through data-driven risk discussions rather than full financial planning.
Pros
- Streamlined risk assessment with the intuitive Risk Number for quick client onboarding
- Visually appealing one-page proposals that simplify complex risk data for clients
- Strong CRM integrations (e.g., Wealthbox, Redtail) for seamless workflow
Cons
- Primarily risk-focused, lacking depth in comprehensive financial planning or cash flow projections
- Higher pricing may not suit solo advisors or small practices
- Limited customization options for proposal branding and content beyond risk alignment
Best For
Advisors specializing in investment management who want to center proposals around risk tolerance and portfolio optimization.
Pricing
Tiered subscriptions starting at ~$240/month ($2,880/year) per advisor, with volume discounts and enterprise plans available.
Holistiplan
specializedAutomated tax planning tool producing detailed tax projection reports and advisory proposals for clients.
Tax Alpha illustration, which quantifies and visualizes the tangible value of tax-efficient strategies in proposals
Holistiplan is a holistic financial planning software tailored for financial advisors, enabling the creation of comprehensive client proposals that integrate retirement projections, tax optimization, Social Security strategies, estate planning, and cash flow analysis. It automates the generation of professional, visually appealing reports and interactive plans with scenario modeling and Monte Carlo simulations. Advisors can quickly produce customized proposals that demonstrate planning value, such as tax alpha, to enhance client engagement and conversions.
Pros
- Rapid generation of polished, client-ready proposals with embedded analytics
- Comprehensive holistic planning covering taxes, retirement, and estate strategies
- Strong visualization tools including charts and interactive scenarios
Cons
- Limited native CRM and portfolio management integrations compared to larger platforms
- Steeper learning curve for advanced tax and decumulation features
- Higher pricing may deter very small solo practices
Best For
Independent or small-firm financial advisors focused on holistic planning who need fast, value-demonstrating proposals to close business.
Pricing
Starts at $125 per user/month for the Pro plan (billed annually), with Enterprise options for larger firms including custom integrations.
Asset-Map
specializedVisual asset allocation software that creates shareable, one-page maps and proposals for client portfolio reviews.
Interactive one-page asset maps that transform raw financial data into instantly comprehensible, client-ready visuals
Asset-Map is a visualization platform designed for financial advisors to create interactive, one-page asset maps that illustrate clients' net worth, assets, liabilities, income, and expenses in a clear, graphical format. It streamlines proposal generation by turning complex financial data into engaging visuals for client meetings and presentations. The tool integrates with custodians, CRMs, and planning software to automate data population and updates.
Pros
- Stunning, customizable one-page visualizations that enhance client engagement
- Quick data import from 100+ custodians and seamless CRM integrations
- Easy sharing via links, PDFs, or embedded widgets for proposals
Cons
- Limited advanced financial planning tools like scenario modeling or projections
- Pricing scales quickly for teams and lacks a robust free tier
- Customization options require some learning for non-standard maps
Best For
Financial advisors who prioritize visual storytelling in client proposals and reviews to build rapport and simplify complex data.
Pricing
Tiered subscriptions starting at $59/user/month (Essential), $99/user/month (Pro), and custom Enterprise plans.
Snap Projections
specializedProjection software generating professional client reports and proposals for retirement and financial planning scenarios.
One-click generation of interactive, Monte Carlo-powered proposal PDFs with scenario sliders for client engagement
Snap Projections is a specialized cloud-based platform for financial advisors that automates the creation of professional retirement planning proposals using Monte Carlo simulations and scenario analysis. It transforms complex financial data into visually stunning, branded PDF reports with charts, graphs, and customizable narratives that are client-ready in minutes. The tool integrates with CRMs like Wealthbox and planning software such as eMoney, enabling seamless workflows for proposal generation and client presentations.
Pros
- Exceptional visual proposal templates with Monte Carlo projections for credible retirement scenarios
- Quick one-click generation and easy branding customization
- Robust integrations with CRMs and planning tools for efficient workflows
Cons
- Primarily focused on projections rather than full financial planning capabilities
- Higher pricing may not suit solo advisors or small firms
- Limited advanced customization options for non-standard scenarios
Best For
Retirement-focused financial advisors who prioritize polished, data-driven proposals to impress and convert clients quickly.
Pricing
Starts at $97/month per advisor (Pro plan), with Business at $147/month and Enterprise custom pricing; annual discounts available.
Wealthbox
specializedModern CRM for advisors featuring proposal templates, workflow automation, and client communication tools.
Robust opportunity pipeline that maps proposal stages directly within the CRM for end-to-end deal tracking
Wealthbox is a CRM platform tailored for financial advisors, focusing on client relationship management, opportunity tracking, and workflow automation. While not a dedicated proposal generation tool, it supports proposal processes through customizable pipelines, task templates, and integrations with document signing services like DocuSign. It enables advisors to manage the full client lifecycle, indirectly aiding proposal creation and follow-up.
Pros
- Intuitive CRM interface with strong pipeline management for tracking proposals
- Seamless integrations with tools like DocuSign and financial planning software
- Customizable workflows and task automation to streamline proposal follow-ups
Cons
- Lacks native proposal builder or dynamic PDF generation capabilities
- Proposal features rely heavily on third-party integrations rather than built-in tools
- Limited advanced customization for complex financial proposals
Best For
Financial advisors seeking an all-in-one CRM with basic workflow support for proposals alongside comprehensive client management.
Pricing
Starts at $35/user/month (Starter), $55/user/month (Pro), $65/user/month (Premier); 20% discount for annual billing.
Conclusion
Reviewing the top tools reveals RightCapital as the leading choice, with its interactive, customizable proposals that seamlessly integrate retirement, tax, and cash flow illustrations. MoneyGuidePro stands out for its goal-based planning and personalized scenarios, while eMoney Advisor impresses with robust data aggregation and dynamic goal tracking. Each top tool caters to unique needs, but RightCapital excels as the most versatile solution for modern financial advisors.
Don’t miss the chance to elevate your client proposals—try RightCapital to leverage its intuitive design, comprehensive features, and ability to turn planning into actionable client engagement.
Tools Reviewed
All tools were independently evaluated for this comparison