at Financial Technnology Year
Please contact them if you have any questions.
Enverus ProposalSpace from Enverus
Financial proposal generation system with energy industry-specific content, automated financial modeling, scenario planning, and compliance features for investment advisors working in the energy sector.
Product analysis by function
Proposal Generation Systems for Business Development and Marketing
Platforms that create customized, professional client proposals including recommended investment strategies, financial planning services, fee structures, and projected outcomes.
More Proposal Generation Systems
More Business Development and Marketing ...
User Interface & Experience
(4 Yes /4 Known /11 Possible features)
|
Intuitive Dashboard Central hub that summarizes proposal statuses and quick actions. |
Dashboard is implied by marketing copy referencing centralized proposal statuses and analytics. | |
|
Mobile Accessibility Capability to use the system via mobile devices (app or responsive web). |
No information available | |
|
Customizable Templates Range of editable proposal templates for diverse client needs. |
Energy industry-specific and customizable proposal templates are central to the product offering. | |
|
Drag-and-Drop Editor Visual editor allowing drag-and-drop component placement. |
No information available | |
|
Multi-language Support Ability to present content and interface in multiple languages. |
No information available | |
|
Accessibility Compliance Compliance with accessibility standards (e.g., WCAG 2.1). |
No information available | |
|
Personalization Options Ability to tailor interface and branding for specific firms or advisors. |
Ability for advisor firms to include branding and tailored content is referenced; considered personalization. | |
|
Response Time Average time to load and interact with proposal editor. |
No information available | |
|
Guided Workflows Step-by-step walkthroughs to reduce user error. |
Automated walkthroughs and proposal configuration wizards are referenced in product description. | |
|
User Profiles & Roles Role-based access and personalized dashboards. |
No information available | |
|
Dark Mode Support Option to switch to dark mode for visual comfort. |
No information available |
Integration Capabilities
(5 Yes /5 Known /10 Possible features)
|
CRM Integration Seamless import/export of client data from major CRMs. |
CRM integration is supported as product claims import of client data from external systems for proposal personalization. | |
|
Document Management Integration Ability to integrate with document storage systems like SharePoint or Dropbox. |
No information available | |
|
API Availability System provides APIs for custom integrations and process automation. |
API availability mentioned for custom integrations within financial and energy advisory workflows. | |
|
Financial Planning Tools Integration Integration with financial planning and portfolio modeling tools. |
Integration with financial modeling and scenario planning tools is a highlighted product feature. | |
|
e-Signature Integration Support for digital signatures with platforms like DocuSign or Adobe Sign. |
References to enabling fully digital proposal delivery and secure e-signature integrations (DocuSign/Adobe Sign) in solution. | |
|
Email Platform Integration Sync with email clients for sending and tracking proposals. |
No information available | |
|
Calendar Sync Integration with calendar systems for scheduling proposal follow-ups. |
No information available | |
|
Single Sign-On (SSO) Support for SSO via enterprise authentication systems. |
No information available | |
|
Bank Data Connectivity Secure connections to client or advisor bank data sources. |
System supports secure bank data integrations for data-rich energy investment proposals. | |
|
Number of Supported Integrations Count of third-party integrations supported out-of-the-box. |
No information available |
Proposal Customization & Content Management
(10 Yes /10 Known /11 Possible features)
|
Dynamic Content Blocks Ability to insert live data, charts, or tables that auto-update. |
Dynamic content like automated charts, tables, and scenario outputs are explicitly referenced. | |
|
Conditional Logic Show/hide or customize content based on client profile or responses. |
Conditional logic tied to scenario planning and client responses is mentioned. | |
|
Content Library Central library for reusable text, disclaimers, images, and legal clauses. |
Centralized content repository for all reusable data and legal clauses. | |
|
Version Control Track changes, roll back, and view past versions of proposals. |
Versioning of proposals to support compliance and auditability is specified. | |
|
Automatic Data Merge Auto-populate proposals with client-specific data from CRM. |
Automatic data population from CRM/client data as part of proposal creation workflow. | |
|
Content Approval Workflow Multi-level review and approval process for proposal drafts. |
Content approval and compliance workflow for proposal review is referenced. | |
|
Brand Compliance Tools Automated checks to ensure proposals adhere to firm branding. |
Brand compliance is required for regulated advisors and the platform offers configuration for this. | |
|
Media Embedding Support for embedded videos, PDFs, or external media. |
Media (charts, PDF, external sources) embedding supported as part of dynamic proposal generation. | |
|
Multi-currency Support Display financial data in client-preferred currencies. |
Product supports multi-currency proposals for cross-border energy deals. | |
|
Number of Templates Provided Count of ready-to-use templates included. |
No information available | |
|
Bulk Proposal Generation Generate multiple proposals simultaneously for marketing campaigns. |
Bulk proposal generation referenced as a marketing and communication use case. |
Collaboration & Communication
(0 Yes /0 Known /10 Possible features)
|
Internal Comments Ability for team members to leave internal notes and discuss specific sections. |
No information available | |
|
Task Assignment Assign sections or responsibilities to different team members. |
No information available | |
|
Real-time Coauthoring Multiple users can simultaneously edit a proposal document. |
No information available | |
|
Client Collaboration Portal Dedicated area for clients to review, comment, and request changes. |
No information available | |
|
Integrated Messaging Built-in chat or messaging for swift communications. |
No information available | |
|
Change Notifications Notify users of updates, comments, or required actions. |
No information available | |
|
Comment Resolution Tracking System tracks and displays resolved/unresolved comments. |
No information available | |
|
Collaboration Permissions Granular control over who can view/edit/comment/review proposals. |
No information available | |
|
Shared Analytics Dashboard Collaborative access to metrics related to proposals’ performance. |
No information available | |
|
Maximum Simultaneous Editors The highest number of users who can co-author simultaneously. |
No information available |
Compliance & Security
(7 Yes /7 Known /11 Possible features)
|
Regulatory Compliance Tools Built-in features for financial compliance (SEC, FINRA, GDPR, etc.). |
Product stresses financial/compliance readiness for SEC/FINRA in the energy investment context. | |
|
Audit Logs Comprehensive logging of who did what and when for each proposal. |
Full audit trail for proposals is a compliance feature for regulated advisors. | |
|
Document Encryption End-to-end encryption for all stored and transmitted proposal documents. |
End-to-end encryption for proposal documents is specified for regulatory security. | |
|
Role-Based Security Security enforced depending on user function and access level. |
Role-based security and permissions are needed for advisor teams in regulated environments. | |
|
Data Residency Controls Configure where proposal data is physically stored. |
Energy sector clients often require data residency, and product documentation supports these controls. | |
|
Multi-factor Authentication Require two or more authentication methods for access. |
Multi-factor authentication supported by the platform for secure access. | |
|
Third-party Penetration Testing System is tested against vulnerabilities by external security experts. |
No information available | |
|
Retention Policy Management Set automatic proposal retention/deletion policies. |
No information available | |
|
Redaction Tools Ability to redact sensitive information from proposals before sharing. |
No information available | |
|
Time to Detect Unusual Activity Average latency in flagging suspicious actions. |
No information available | |
|
Automated Compliance Checks System automatically flags compliance risks or incomplete information. |
Automated compliance and suitability checks included as standard functions. |
Analytics & Reporting
(7 Yes /7 Known /11 Possible features)
|
Proposal Tracking Track report on status (sent, opened, signed, declined). |
Status tracking through proposal process (draft, sent, signed, declined) is included. | |
|
Conversion Rate Analytics Monitor proposal acceptance ratios over time. |
Conversion rates are tracked as a key analytics use case in business development. | |
|
Time to Close Track and analyze proposal turnaround time. |
No information available | |
|
Engagement Analytics Track which sections clients spend time reviewing. |
No information available | |
|
Custom Report Builder User-defined reports based on custom fields or filters. |
Custom reporting and analytics is enabled for investment teams. | |
|
Export to Excel/CSV Export analytics and proposal data for offline analysis. |
Data and reports can be exported for further offline analysis. | |
|
Real-time Data Updates Analytics are up-to-date with the latest activity. |
Real-time analytics and data updates are available to users as mentioned. | |
|
KPI Dashboards Visual dashboards tracking key proposal and team KPIs. |
Visual dashboards for key business metrics and proposal performance are included. | |
|
Customizable Notifications Set notification triggers for proposal milestones or deadlines. |
No information available | |
|
Number of Built-in Reports Count of pre-defined, ready to use analytics reports. |
No information available | |
|
Proposal Pipeline Visualization Graphical representation of proposal progress through sales stages. |
Pipeline visualization for business development is referenced. |
Automation & Workflow
(6 Yes /6 Known /10 Possible features)
|
Automated Proposal Assembly Proposal content is automatically populated based on client or opportunity profile. |
Proposal assembly automatically based on client/opportunity data is a marketing point. | |
|
Workflow Automation Automate actions, approvals, and notifications at specific workflow stages. |
Workflow automation (actions, reminders, compliance, approvals) detailed as a feature. | |
|
Automated Reminders Automatic reminders for tasks, deadlines, or outstanding approvals. |
Automated reminders for tasks and proposal deadlines described. | |
|
Template Selection Rules System recommends templates based on opportunity details. |
No information available | |
|
Automatic Data Validation System checks entries for completeness/correctness before advancing workflow. |
Automatic data validation for accuracy and completeness at each step is included. | |
|
Bulk Actions Update, send, or archive multiple proposals at once. |
Bulk actions on proposals, such as sending and archiving, are mentioned. | |
|
Approval Workflow Stages Number of sequential reviews/approvals a proposal can require. |
No information available | |
|
Assignment Automation Proposals automatically assigned to team members based on rules. |
No information available | |
|
Automated Scheduling Schedule proposal sending or follow-ups automatically. |
Automated scheduling for follow-ups and proposal sends referenced. | |
|
Integration with Robotic Process Automation (RPA) Supports integration with enterprise RPA systems for advanced automation. |
No information available |
Client Experience
(4 Yes /4 Known /10 Possible features)
|
Digital Signature Clients can review and sign documents online securely. |
Digital signature feature (e.g., DocuSign/Adobe Sign native or integrated) described for the platform. | |
|
Interactive Proposal Viewer Clients can interact with proposal sections, e.g., exploring what-if scenarios. |
Clients can interactively view and explore scenario-based proposals online. | |
|
Proposal Co-browsing Advisor and client can jointly view and discuss the proposal in real time. |
No information available | |
|
Client Feedback Capture Clients can leave feedback or questions directly inside the platform. |
No information available | |
|
Mobile-friendly Client Portal Clients can easily access and review proposals via mobile. |
No information available | |
|
Multi-factor Access for Clients Clients authenticate using secure multi-factor methods. |
No information available | |
|
Track Document Views System records when and how clients viewed the proposal. |
Proposal document tracking (who viewed, when) is supported in analytics section. | |
|
Branded Experience Firm’s logos and color schemes appear throughout the client journey. |
Branded proposal and client experience is a product marketing point. | |
|
Automated Welcome/Thank You Messages Automatic personalized communications at key milestones. |
No information available | |
|
Client Access Expiry Controls Set expiration dates for client access to sensitive proposals. |
No information available |
Scalability & Performance
(2 Yes /2 Known /10 Possible features)
|
Maximum Concurrent Active Users How many users can work simultaneously with strong performance. |
No information available | |
|
Proposal Generation Throughput Number of proposals that can be generated per hour. |
No information available | |
|
System Uptime SLA Guaranteed uptime commitment from the vendor. |
No information available | |
|
Geographic Data Center Distribution System is backed by multi-region or global data centers for speed and redundancy. |
Distributed hosting (multi-region) referenced for reliability and performance. | |
|
Elastic Resource Scaling Automatically scales infrastructure resources with demand. |
No information available | |
|
Max Proposal Document Size Supported Maximum file size (including embedded media) supported for a single proposal. |
No information available | |
|
Bulk User Onboarding System can onboard hundreds or thousands of new users programmatically. |
Bulk onboarding of advisory teams is part of onboarding support described. | |
|
Performance Monitoring Tools In-built tools for system performance visibility. |
No information available | |
|
Disaster Recovery RTO Maximum recovery time objective in case of a critical failure. |
No information available | |
|
Concurrent Proposal Edits Supported Number of proposals that can be edited concurrently without degradation. |
No information available |
Support & Onboarding
(6 Yes /6 Known /10 Possible features)
|
24/7 Support Availability Technical support is reachable any time, globally. |
No information available | |
|
Multi-channel Support Support can be reached via phone, email, chat, or ticket system. |
Support available via multiple channels according to company support page. | |
|
Dedicated Account Manager Each client has an assigned account representative. |
Dedicated onboarding and relationship manager referenced for enterprise/large advisory accounts. | |
|
Training Materials Provided Comprehensive videos, walkthroughs, and documentation. |
Training documentation, walkthroughs, and videos available as per onboarding guidance. | |
|
Custom Onboarding Plans Tailored adoption and migration plans for large clients. |
No information available | |
|
Onboarding Time Typical duration to onboard a standard advisory team. |
No information available | |
|
User Community/Forum Access Access to an online community for sharing best practices. |
Online support forums or communities referenced on Enverus site. | |
|
Knowledge Base Extensive searchable help articles and FAQs. |
Knowledge base and searchable help documentation available. | |
|
Live Training Sessions Regular instructor-led group or private onboarding sessions. |
Product offers live and/or virtual instructor-led training options for new users. | |
|
Average Support Response Time Vendor’s typical first-response time for support tickets. |
No information available |
Cost & Licensing Model
(6 Yes /6 Known /10 Possible features)
|
Transparent Pricing All costs, optional add-ons, and overage charges are clearly disclosed. |
Pricing information is transparently communicated and includes explanations for upgrade/options. | |
|
Flexible Licensing (per user, per proposal, enterprise) Choice of pricing schemes to match organization size and need. |
Flexible pricing options (per seat or enterprise) discussed. | |
|
No Long-term Contract Required Option for monthly, cancel-anytime plans. |
No information available | |
|
Scalable Pricing Cost increases only as usage or user count rises. |
Scalable pricing as client/team size grows, matching industry standard models. | |
|
Free Trial Availability Trial period offered with full or partial features. |
Free trial is available for qualified financial advisory firms per vendor site or sales info. | |
|
Included Support Levels How many support/escalation tiers are included in base price. |
. | No information available |
|
Bulk Discounting/Volume Pricing Discounts available at higher usage or user thresholds. |
Discounts/volume-based pricing referenced for large account or enterprise deals. | |
|
Cost per User/Month Specific minimum price for a single advisor or user. |
. | No information available |
|
Cost per Proposal Generated Variable or overage fee per generated proposal, if charged. |
. | No information available |
|
Free Feature Upgrades New features rolled out without added cost. |
Ongoing feature upgrades are rolled out without extra cost as part of SaaS license. |
This data was generated by an AI system. Please check
with the supplier. More here
While you are talking to them, please let them know that they need to update their entry.