Personalized Investment Proposals
A personalized proposal grows your business.
Create tailored presentations that explain advice, strengthen relationships and grow your business.
01
Your brand and team
Your logo, colors, firm introduction and team pages on every proposal.
Tell your story and grow your business
02
Talking points written for you
Pack compares the current and proposed portfolios and writes the points to raise in the meeting: what changes, what was weak and why the recommendation is better.
Walk in knowing exactly what to say
03
Personalized proposal for each client
Built from this client's holdings, tax budget and restrictions, with the sections you choose, in the order you choose.
One client, one proposal
A complete sample proposal, all 22 pages.
Made for a fictional firm and client. Jump to a section or scroll through the pages.
Watch it in a minute
See it live, end to end.
Twenty minutes with the team. From a sample statement to a client-ready proposal, live.