Statements in. Proposals out. Minutes, not days.
ArvoFin turns client statements into branded, compliance-ready proposals — then shows you exactly which pages each client read, so you follow up on what landed.
SOC 2 Type II certifiedAdvisors managing $5B+ run on ArvoFinBuilt by the team behind proposal systems at Fidelity and Empower
Why ArvoFin
Most firms email a PDF and never find out if it was opened, where the client lingered, or what got skimmed. The proposal is where the deal is won or lost — and most firms fly blind through it.
How it works
Turn client data into branded, compliant, and compelling proposals — automatically, with full control at every step.
Upload statements or connect accounts — files or custodians, your data flows in within seconds.
ArvoFin surfaces hidden fees, risk exposure, tax drag, and optimization opportunities automatically.
Pick a branded template and get a polished, compliant proposal with a compelling narrative — in minutes.
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.
Platform
Everything an advisory firm needs to produce consistent, compliant, and persuasive proposals at scale.
Per-page engagement on every proposal — session count, time per page, return visits. Know whether your "why us" page is doing work or being skipped.
Build your branded proposal once; ArvoFin fills it with live client data in seconds.
Automatic checks and full activity logs keep every proposal accurate and regulator-ready.
Turn holdings into clear visuals that reveal fees, risk, and performance at a glance.
Plug into your CRM and custodians so data flows in automatically — no manual entry, no exports.
Standardize templates and insights across every advisor without micromanaging the output.
Integrations
Start with the exports you already have: ArvoFin parses a 50-page eMoney or Holistiplan export straight into a proposal in under 60 seconds.
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.
No duplicate entry. No data silos. Just smarter, faster client engagement — from first touch to final signature.
CRM
Client records sync automatically
Custodians
Holdings and balances flow in
Financial planning
Plans inform every proposal
Portfolio analytics
Risk and fee data on tap
Compliance
Audit-ready evidence trails
Reporting
Consistent client-ready output
Use cases
Whether you're a boutique firm, a growing team, or an established enterprise, ArvoFin adapts to you.
Running a lean practice shouldn't mean settling for outdated tools. ArvoFin gives boutique teams professional-grade proposal automation — without enterprise complexity or cost.
Unify your team's client experience with consistent branding and standardized proposal creation — maintain quality across the team without micromanagement.
Scale compliant proposals across hundreds of advisors with centralized control, enterprise-grade security, and the integrations your infrastructure demands.
J.D. Power, 2022 U.S. Full-Service Investor Satisfaction Study
Kitces Research, How Financial Planners Actually Do Financial Planning (2019)
“Something that took me 6–8 hours now takes 15 minutes — and I used to have no idea how clients engaged with a proposal. Now I see exactly which sections are landing.”
Our story
Our team built and ran proposal systems inside the industry’s biggest firms — product leadership for advice platforms at Fidelity Investments, revenue leadership at Personal Capital and Empower. We watched great advice lose to slow, invisible proposals: hours to build, then silence after send. ArvoFin is the fix we wished we’d had — proposals in minutes, engagement you can actually see, compliance built in.
Jeremy Georghiou
Co-Founder & CEO
Rami Ikhreishi
Co-Founder & CTO
Frederic Han
Advisor
