Model portfolios
Proposals
Close new business faster.
Beautifully designed proposals that strengthen an advisor’s brand and reinforce their professional authority.
Customizable
Select the visuals and metrics that best represent your strategy and make it easy for clients to understand.
Meeting-ready
The proposal is polished, modern, and on brand from the start, with no time spent formatting slides.
Built for teams
Proposal creation stays consistent and repeatable with templates you can reuse across clients and share with your team.
PDF Import
Upload brokerage statements
Upload a client’s portfolio statement, and Koyfin extracts holdings and values automatically so you can start building proposals without manual data entry.
Integrations
Connect client portfolios
Sync data from custodians and portfolio systems like Altruist, Schwab, TradePMR, Interactive Brokers, Orion, and Black Diamond. Portfolios load with accurate holdings, ready for proposal creation.
Prebuilt visuals
Help clients see the difference
Proposals include ready-to-use charts for allocation, exposure, top holdings, fees, and risk or return metrics that you can customize to highlight what matters most.
One-Pager
Get a clear snapshot
Summarize a portfolio or fund on a single page with key holdings, allocation, performance, and fees. Use the One Pager as a standalone report or include it as a page alongside your other report pages.
Adjustable outputs
Customize easily
Show the impact of your recommendations with adjustable inputs. Modify portfolio values, expected returns, advisor fees, and sensitivity settings to create personalized comparisons.
Custom pages & Commentary
Bring your perspective
Insert custom pages such as team profiles, methodology, investment philosophy, or market outlook to add context and reinforce your point of view.
Branding & Compliance
Keep every proposal on brand and compliant
Add your firm’s logo, colors, and disclosure language so every proposal aligns with your brand and compliance standards.
Templates & Sharing
Create once, reuse across your team
Save proposals as templates and share them with colleagues to keep your process consistent and scalable across the firm.
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