How It Works

ArvoFin simplifies the entire proposal journey—from client data to signed proposal—so you can spend less time formatting and more time closing.

Smarter Workflows. Faster Wins.

Upload Statements or Connect Accounts

Seamless data intake from files or custodians—get started in seconds.

ArvoFin instantly analyzes risk, fees, tax drag

ArvoFin's AI instantly surfaces inefficiencies, risk exposure, and fee breakdowns.

You select a template, customize, and send

Choose from pre-built, branded templates tailored to your firm.

Get notified when the client opens the proposal

Send proposals directly from the platform and get notified the moment they're opened.

Track engagement in real-time and follow up faster

View proposal activity in real-time—see what was viewed, clicked, or ignored.

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A Complete Proposal Platform — Built to Grow Your Business

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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 Integration

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

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.

Whether you're pulling in portfolio data, syncing client records, or ensuring audit-ready compliance, ArvoFin acts as a seamless extension of your existing tech stack. No duplicate entry. No data silos. Just smarter, faster client engagement— from first touch to final signature.