Product
Watch a statement become a proposal
Upload a client statement. Four minutes later: a branded, compliance-checked proposal with a narrative — and from the moment you send it, per-page engagement data.
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.
- 01
Connect your data
Upload statements or connect accounts — files or custodians, your data flows in within seconds.
- 02
AI analyzes the portfolio
ArvoFin surfaces hidden fees, risk exposure, tax drag, and optimization opportunities automatically.
- 03
Generate the proposal
Pick a branded template and get a polished, compliant proposal with a compelling narrative — in minutes.
- 04
Send and see what lands
Deliver from ArvoFin and watch engagement in real time — session count, time per page, return visits. Follow up the moment a client re-opens the fee page.
Engagement
The part you’ve never had: what happens after you hit send
Every proposal you deliver through ArvoFin reports back. Session count. Time on each page. Return visits. You’ll know if the fee comparison held attention for three minutes or got skipped — and you’ll get a notification the moment your client re-opens the proposal, which is exactly when to call.
- Instant open and view notifications
- Section-by-section engagement insights
- Return-visit alerts — follow up while it’s warm