AI-powered proposal engine

Statements in.
Proposals out.
Minutes, not days.

ArvoFin turns client statements into personalized, branded, compliance-ready investment proposals — automatically.

See it transform Book a demo

4 min avg
Compliance-ready
Your branding

proposal prep with an integrated stack — down from 45–60 minutes: 7–10 min
of an advisor's workday is lost to manual data re-entry: 28%
of Americans say trust matters more than performance when choosing an advisor: 60%

Sources: ArvoFin Research white paper (2025); Advisor360 Connected Wealth Survey; YouGov advisor selection study.

Why ArvoFin

Your clients expect personalized plans. Deliver them in minutes.

Ditch the busywork and focus on what matters: clear, compelling stories that turn prospects into long-term clients.

The problem

Clients expect personalization and polish you can't deliver with legacy methods.
Manual proposals waste hours that should be spent deepening client relationships.
Generic templates dilute your brand and make every plan look the same.
Copy-pasting data invites errors that can hurt trust — and compliance.

The ArvoFin way

Deliver personalized, professional plans that impress clients and win business.
Generate proposals in minutes, not hours — automatically built from client data.
Keep your brand front and center with fully customizable templates and layouts.
Ensure accuracy and compliance with clean data extraction and built-in checks.

The results

Build branded, personalized proposals faster — focus on clients, not formatting.
Deliver clarity and confidence with accurate, data-driven plans clients trust.
Handle more clients and higher-quality work without adding hours to your week.

How it works

From client statement to signed proposal in four steps

Turn client data into branded, compliant, and compelling proposals — automatically, with full control at every step.

Connect your data

Upload statements or connect accounts — files or custodians, your data flows in within seconds.

AI analyzes the portfolio

ArvoFin surfaces hidden fees, risk exposure, tax drag, and optimization opportunities automatically.

Generate the proposal

Pick a branded template and get a polished, compliant proposal with a compelling narrative — in minutes.

Send and track

Deliver directly from the platform and get notified the moment your client opens the proposal.

Platform

A complete proposal platform, built to grow your business

Everything an advisory firm needs to produce consistent, compliant, and persuasive proposals at scale.

Personalized templates

Build your branded proposal once; ArvoFin fills it with live client data in seconds.

Audit-ready compliance

Automatic checks and full activity logs keep every proposal accurate and regulator-ready.

Visual analytics

Turn holdings into clear visuals that reveal fees, risk, and performance at a glance.

Seamless integrations

Plug into your CRM and custodians so data flows in automatically — no manual entry, no exports.

Engagement tracking

See what clients viewed, clicked, or skipped in real time, and follow up while interest is high.

Team consistency

Standardize templates and insights across every advisor without micromanaging the output.

Integrations

Built to work with your existing tech stack

Your firm relies on a network of tools to serve clients efficiently — from CRMs and custodians to financial planning and compliance software. ArvoFin integrates directly with the platforms you already use, streamlining your proposal workflow without disrupting your operations.

No duplicate entry. No data silos. Just smarter, faster client engagement — from first touch to final signature.

Request a demo

CRM

Client records sync automatically

Custodians

Holdings and balances flow in

Financial planning

Plans inform every proposal

Portfolio analytics

Risk and fee data on tap

Compliance

Audit-ready evidence trails

Reporting

Consistent client-ready output

Use cases

Built for every kind of advisory team

Whether you're a boutique firm, a growing team, or an established enterprise, ArvoFin adapts to you.

Boutique firms

Running a lean practice shouldn't mean settling for outdated tools. ArvoFin gives boutique teams professional-grade proposal automation — without enterprise complexity or cost.

Save hours per proposal with AI-driven automation
Look polished and enterprise-ready with branded templates
Deliver data-rich proposals that build trust

Multi-advisor teams

Unify your team's client experience with consistent branding and standardized proposal creation — maintain quality across the team without micromanagement.

Standardize proposal creation across all advisors
Ensure compliance and brand consistency
Scale templates and insights across teams

Enterprise firms

Scale compliant proposals across hundreds of advisors with centralized control, enterprise-grade security, and the integrations your infrastructure demands.

Enterprise-grade security and compliance
Advanced analytics and reporting across teams
Custom integrations and dedicated support

Our story

Built for advisors, by advisors

We’ve seen firsthand how broken the proposal process can be. As former advisors and fintech operators, we know what it takes to earn client trust and clearly demonstrate how your firm solves real problems.

ArvoFin equips boutique firms, growing teams, and enterprise organizations with AI-driven tools to win client trust — faster, smarter, and fully compliant.

Meet the team

Frederic Han

Co-Founder & CEO

Jeremy Georghiou

Co-Founder & CPO

Rami Ikhreishi

Co-Founder & CTO

Statements in. Proposals out.Minutes, not days.