For financial planners
Sell the plan, never a promised return.
Fee-based engagements that spell out what's included and what isn't, approved before sending, signed and paid online: your client knows what they're paying for before the first meeting.
✓ No credit card · ✓ Free plan forever · ✓ Cancel anytime
The challenge
What loses you contracts
"My advisor doesn't charge me anything"
Clients compare your fees with advice they think is free: unless you show what the plan contains, the engagement looks expensive.
Every word commits the firm
One sentence too many about returns, one missing disclosure: a proposal written in a hurry exposes the planner and the firm.
The engagement that stalls
Notices of assessment, statements, policies, wills: between signature and plan, documents trickle in by email.
With Propulxia
What changes with Propulxia
Written within your framework
Describe the client's situation: AI writes the engagement, the approach and its limits, drawing on the documents in your knowledge base.
Approved before it goes out
An approval workflow sends each proposal to your compliance lead before it reaches the client.
The annual review shown apart
The plan is paid once; the annual review shows as a recurring fee that the client adds if they want it.
Documents in one place
The signed proposal becomes a project: your client uploads statements and policies in their portal instead of emailing them.
Template included
Financial planning: fee-based engagement
This template is in your account from day one. Open it the way your client will receive it: tick an option, leave a comment, try the signature.
Open the template as your clientRead the full template (in French)
The template is written in French. The generator writes in your language.
- 1The client's goals and the planner's commitments
- 2Approach: discovery, analysis, plan, follow-up
- 3The seven areas analyzed and the optional add-ons
- 4Engagement limits and regulatory disclosures to complete
- 5Timeline and FAQ: products, documents, payment
Free generator
Your proposal, no account needed
Describe your client's project or drop their brief: AI writes the full proposal, with approach, timeline and pricing. In a minute, no card.
Frequently asked questions
Are regulatory disclosures included?
The template includes fields to complete: title, certificate, compensation, projection assumptions. Their content is your responsibility; Propulxia doesn't fill them in for you.
Can compliance approve before sending?
Yes. With an approval workflow, the proposal only goes to the client once the designated person has approved it.
Can I offer an annual review?
Yes. A line can be monthly or annual: your client ticks it if they want a yearly review of the plan, and the recurring amount is shown separately from the engagement.
Other industries
- Accounting firmsBookkeeping, statements and taxes: monthly fees shown apart, first month paid at signature.Discover
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- Real estate brokersListing presentations: a clear plan for the seller, home staging and video as options, reading tracked before the meeting.Discover
- Copywriters and translatorsCopywriting and translation: per-page or per-word rates, quantities adjusted by the client, deposit paid at signature.Discover
- Event agenciesCorporate events: fees and suppliers clearly separated, options ticked by the client, a deposit that confirms the date.Discover
Ready to sign
your next contract?
Describe your project: AI prepares the proposal, you send it today.
Generate my free proposal✓ No credit card · ✓ Free plan forever · ✓ Cancel anytime