Sample proposal creation workflow using Koyfin
Here’s how Koyfin helps financial advisors automate the proposal creation process and deliver proposals that look professional, stay compliant, and help close business faster.
Step 1: Upload or connect customer data
Advisors can fetch client data in several ways:
- Download the mediation statement in PDF: Koyfin automatically extracts positions, quantities, and values.
- Connecting a storage system or wallet: Integrations include Schwab, Altruist, TradePMR, Black Diamond, and Orion.
- Download CSV file: Import data directly from spreadsheets or export it from your systems.
Once uploaded, Koyfin validates the indicators, recognizes fund types, and flags any missing data so you can confirm or modify before generating the proposal.
Step 2. Build the proposal
After importing the portfolio, advisors can create a detailed comparison ready for the client.
- Add criteria or model portfolios: Compare your current portfolio to the S&P 500, ETFs, or your company’s model portfolios.
- Include graphic comparisons: Show the advisor’s fees, fund expense ratios, and total cost variance.
3. Analysis of risk metrics: Visualize beta, drawdown, volatility, or downside protection.
4. Create side-by-side comparisons: Clearly display customization, performance and exposure differences.
5. Add narrative elements: Present your team, company values and key comments along with infographics.
Step 3: Personalize and brand it
Koyfin makes it easy to keep every suggestion on-brand and personal.
- Automatically add your company logo, colors, and disclosures.
- Enter client names, family details and portfolio notes.
- Save templates for consistent branding and team presentation.
Step 4. Submit or Submit
Koyfin makes it easy to keep every suggestion on-brand and personal.
- Export as PDF: Send polished proposals in follow-up emails or pre-meeting setup.
- Display interactively: Use live charts during meetings to explore scenarios together.
Download the client proposal form
Why Consultants Use Koyfin to Create Client Proposals
Koyfin combines advanced analytics with an easy-to-use interface for advisors and is trusted by thousands of professionals.
Over 40,000 financial advisors use Koyfin to:
- Identify underperformance in the prospect’s portfolio, compare it to the proposed portfolio, and clearly demonstrate allocation, risk and fee spreads
- Answer customer questions directly in meetings with fast, intuitive analytics that are easy to navigate and explain
- Bring portfolios into the system through custodian/PMS communications or PDF uploads, ensuring accurate and complete account data
“Koyfin helps me analyze a client’s portfolio very quickly so I can provide education and guidance to the client. This ultimately leads to new business as customers gain trust and experience.
— Jonathan Wong, CFP®, Founder and CEO
(As posted on G2)
Industry recognition
Koyfin has been independently recognized for its research and analytical capabilities.
Koyfin ranked first in the Financial Analytics and Portfolio Management categories on G2 in the Winter 2026 report. The platform received a rating of 4.8 out of 5, based on strong satisfaction scores from verified users.
In the 2025 Kitces AdvisorTech study, financial advisors rated Koyfin 9/10 for satisfaction and value, ranking it as the highest-rated platform in the investment research and analysis category ahead of YCharts, Kwanti, FactSet, Morningstar, and Bloomberg Terminal.
