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Private Wealth Daily

Proposal generation

Investment research and analytics, risk profiling, market data and proposal generation.

22 vendors · Updated October 26, 2026

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Showing 22 of 22Most complete profiles first, then A to Z

PREZENTD

AI workspace that turns advisor meeting notes and files into branded client presentations and proposals

  • RIAs

Data & research3 integrationsTiered

VRGL

Statement extraction, portfolio analytics and proposal workflow for independent advisors and enterprise wealth firms

  • RIAs

Data & researchCustom quote

Kwanti

Portfolio analytics, stress testing, risk profiling and branded proposals for financial advisors

  • RIAs
  • Broker-dealers

Data & research14 integrationsPer seat

MSCI Wealth Manager

Portfolio risk analytics, tax-aware optimization and proposal tools for wealth managers, from MSCI

  • RIAs
  • Family offices

Data & research1 integrationCustom quote

RetirementView Pro

Desktop retirement projection software that lets advisors build a visual retirement picture with clients

  • RIAs
  • Insurance

Financial planning1 integrationSubscription

RPAGIn the news

Technology platform for retirement plan advisors and their firms

  • RIAs
  • Broker-dealers
  • Asset managers
  • Retirement plans

Data & researchTiered

Zephyr

Portfolio analytics, proposals, risk profiling and PSN SMA data for advisors, wealth managers and trust teams

  • RIAs
  • Banks and trust companies
  • Asset managers

Data & research1 integrationCustom quote

BondWave

Fixed income portfolio and trade analytics for wealth firms and RIAs

  • RIAs
  • Asset managers

Data & research1 integration

DeepVestIn the news

AI workspace for RIAs covering prospect proposals, portfolio analysis, planning, market data and monitoring

  • RIAs

AI toolsPer seat

FiduciaryRx

Plan-sponsor deliverable and fiduciary scoring software for 401(k) and 403(b) advisors, from FiduciaryWorks

  • RIAs
  • Broker-dealers
  • Retirement plans

Data & research

Genesis Risk Monitor

Portfolio risk analytics, model comparison and editable proposal builder for independent advisors and RIAs

  • RIAs

Data & researchTiered

Holistico

AI assistant and portfolio analysis platform for RIAs covering proposals, screening, rebalancing and compliance risk

  • RIAs

Data & research4 integrationsFree tier, paid plans

Jacobi

Multi-asset portfolio construction, model management and client engagement platform for institutions and wealth firms

  • RIAs
  • Asset managers

Data & research

KoyfinIn the news

Market data, portfolio analytics and client reporting for advisors

  • RIAs

Data & research8 integrationsFree tier, paid plans

OnPointe Risk Analyzer

Risk questionnaires, portfolio risk scoring and client reports for advisors and insurance agents

  • RIAs
  • Insurance

Data & researchPer seat

Quantifeed

Digital wealth management platform for banks and brokerages

  • Banks and trust companies
  • Broker-dealers

Portfolio management1 integrationCustom quote

Sherpas

AI agents that extract client data from documents and draft financial plans and investment proposals for advisors

  • RIAs

AI toolsCustom quote

SoftPak Financial Systems

Tax-aware rebalancing, reporting and billing software for RIAs, family offices and enterprise investment firms.

  • RIAs
  • Family offices

Portfolio management5 integrations

TieoutIQ

Reads prospects' brokerage statements, reconciles holdings to printed totals and builds a proposal, for small RIAs

  • RIAs

Data & researchPer seat

Windham Portfolio Advisor

Asset allocation, portfolio optimization and risk management software from Windham Labs

  • RIAs
  • Family offices
  • Banks and trust companies
  • Asset managers

Data & researchCustom quote

YCharts

Investment research, portfolio analytics and proposal software for advisors

  • RIAs
  • Broker-dealers
  • Banks and trust companies
  • Asset managers

Data & research12 integrationsPer seat

Zacks Advisor Tools

Stock, fund and ETF research, model portfolios and proposal tools for advisors from Zacks

  • RIAs

Data & researchCustom quote

Tick two to four vendors, then compare them side by side.

Proposal generation: questions to ask before you buy

  1. Which firms like ours, by size and business model, run on it today, and may we speak to two of them?
  2. What does the full first-year cost come to, including implementation, data conversion, training and integrations?
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