Overview
ProposalAI is an AI-powered investment proposal agent from additiv that automatically generates personalized, compliant investment proposals using a client's financial goals, portfolio holdings, risk profile, preferences, and the firm's CIO investment views. The agent combines client data with firm-approved investment strategies to produce advisor-ready proposals that align with regulatory requirements and internal policies, reducing manual preparation time while improving consistency and personalization. By automating proposal creation, ProposalAI enables advisors to deliver tailored recommendations more quickly and at greater scale.
