For Financial Advisors & RIAs
Proposal Software for Financial Advisors & RIAs
AI proposals where your client data never leaves your control.
Start free trial7-day free trial. No credit card required.
Financial advisors and RIAs handle sensitive client information and operate under real data-handling expectations. That makes most AI proposal tools a non-starter, because they route your client data through a black-box model you do not control. AdvisorPitch is different: with bring-your-own-key, your AI runs on your own account and model, under your own terms. Your AI, your data.
Your AI, your data
With bring-your-own-key on Pro plans, your proposal content runs through your own AI account and model, Claude, ChatGPT, Gemini, or a custom model, under terms you control. For a compliance or security review, that is the difference between a tool getting blocked and getting approved.
Draft engagement letters and proposals with AI
Turn a few notes into a complete, professional scope in about a minute, then refine it. Faster, consistent documents without starting from a blank page, and without giving up control of the underlying data.
Know when a client is ready to say yes
Get a text the moment a client opens your proposal, and see which sections they focused on. For high-value relationships, that timing signal is worth a lot.
Sign and record it properly
Clients sign in the browser, and every signature captures the signer's details, IP, and timestamp with a printable audit certificate, a clean record for your files.
Explore the features
Frequently asked questions
Is AdvisorPitch safe for client data?
AdvisorPitch offers bring-your-own-key on Pro plans, so your AI runs on your own provider account and model under your own data-handling terms, rather than a vendor-controlled black box. This is designed for exactly the data-control concerns advisors and RIAs have.
Can I choose which AI model processes my proposals?
Yes, on Pro and Enterprise. Bring your own key and select your model (Claude, ChatGPT, Gemini, or a custom model). Your proposal data runs through your own account under your terms.
Does it handle e-signature and record-keeping?
Yes. Clients sign in the browser, and AdvisorPitch captures a full audit trail (name, email, method, IP, timestamp) plus a printable certificate for your records.