Proposal Templates > Investment Proposal Template

Investment Proposal Template

Need a polished way to pitch your financial services to your potential clients? Our investment proposal template gives you the tools you need to explain your offering and fees.

Best proposal software ever! 

I’ve tried soooo many proposal softwares and I’ll never try another one after Proposable. It’s so easy to use and it looks good, which all the others don’t.

Taylor Woodruff

Account Executive,

Smart, reliable, and constantly improving.

Proposable just works. I can make visually interesting sales presentations, dynamically insert content, and execute agreements. Proposable powers our entire sales process.

Brad Wisler

CEO, Periodic

Wow Your Customers

Blow your clients away with a beautiful proposal that stands out above the rest. Add video and rich-media directly into your proposal pages for a more immersive sales presentation that’s sure to make an impact.

Set Your Prices

Quickly build quotes, bids, and estimates with our flexible estimate block. With optional line-items, optional quantities, taxes, discounts and more, you can quickly represent your products and services in a polished and readable format. Organize all your products and services in the Pricing Catalog for instant recall.

Work With Teammates

Easily collaborate with teammates on proposals. Mention team members to bring them into a proposal, or re-assign ownership when you need to handoff the proposal to another teammate.

Get It Signed

Close the deal faster with integrated e-Signatures. Place signatures, initials, and text field elements throughout your proposal wherever you need prospects to take action and your prospect is guided through a quick acceptance workflow to complete their acceptance. Counter-signing support is also included.

Track Everything

Ever wonder what happens to your proposal after you hit “send”? See detailed analytics and measure how each recipient is interacting with your sales material. Turn on real-time text or email notifications for proposal views and other key events.

Get Your Time Back

Save time and headaches by skipping the painful copy/paste and find & replace on all new proposals for your prospects and customers. Simplify your new proposal workflow to just a few clicks and go from spending hours on customizing new proposals to just minutes using painless proposal software.

Edit & deliver this template.

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Template Overview

Need a way to confidently pitch your investment services? Use our polished and fully customizable investment proposal template to showcase your knowledge, professionalism, and integrity. Customize important components, such as those detailing your investment goals, services, and fee structure, to adapt easily to each new prospective client.


  • Save time without sacrificing the quality of your investment proposal by filling out and customizing each area of the template.
  • Highlight your company’s portfolio of investment products and your position as a leader in investments and asset management.
  • Outline the investment strategy that you will craft for your client in order to reap maximum returns.
  • Present a detailed and easy-to-understand pricing model and a breakdown of cost estimates for your services.


Template Sections

Here are the sections that are included with this free template. Each section can be customized to fit your business.


Make this section a personal address to your prospective client. Prove that you understand where they’re situated at this point in their finances, and what factors are driving them to consider investing. Afterwards, you can state that your investment strategy will be tailor-fit to fulfilling their personal financial goals.

Who We Are

This section will brief your client on the history of your company, your mission and vision, and your team of professionals in the area of finance. List the educational experience, previous work credentials, and certifications of each member of your management team.  

How We Work

Run your prospective client through the process of managing investments with you. This can include how you will match them up with an advisor, what types of investment instruments you think it would be best for them to explore, and deciding on the high-risk or low-risk investments that you think will bring them sound returns.

Your Goals

In this section, fill out a template for your prospective client that includes their unique investment objective (for example, saving for retirement) and the potential investment amount. Calculate for the time that it would take for the ideal returns to be achieved. Emphasize that you are ready to help them learn about any parts of the investment process that seem too complicated or confusing.

Fee Estimate

Cite the estimated fee for your services depending on how complex the investment plan is, and the timeframe for your investment management services.

Agree and Sign

This is where you and your prospective client can finalize the proposal if they agree to the fee structure. The e-signature feature in this proposal template makes signing a snap.

Edit & deliver this template.