The AI tools that can automatically prepare personalized investment proposals and decks for each client, saving time for relationship managers, are ARKEN by Neurons Lab, Farther, Investipal, Beautiful.ai, Relevance AI and Visme. 

There are now powerful AI tools for personalized investment proposals, pitch decks, and portfolio reviews—automating tasks that once took hours. These platforms not only save time, but also increase proposal quality, compliance, and client satisfaction.

Best industry-specific AI tools for automating proposal and deck generation 

Here are the best AI tools for relationship managers looking to streamline proposal generation and pitch deck creation:

ARKEN by Neurons Lab: AI proposal generation for wealth managers

ARKEN is a purpose-built AI co-pilot designed as a customizable accelerator for wealth firms. It’s built for investment workflows, compliance, and portfolio context, making it stand out from generic AI tools. By integrating live market data, client goals, and past performance, ARKEN ensures every proposal is accurate, personalized, and compliant.

• Handles complex tasks like market analysis, product comparison, and proposal creation in seconds
• Generates real-time, client-ready decks with tailored recommendations and portfolio reviews
• Automates up to 80% of admin work, enabling firms to double client capacity while improving NPS scores

Farther: Fast investment proposal automation for insurance advisors

Farther is a proprietary tool designed for insurance and hybrid advisory sectors. It streamlines proposal creation by consolidating data, analysis, and recommendation generation in one platform.

• Analyzes client holdings and risk profiles against model portfolios
• Produces ready-to-deliver onboarding recommendations securely
• Ideal for insurance advisors and hybrid RMs focused on efficiency and compliance

Investipal: Automated portfolio analysis and IPS generation

Investipal provides a complete AI-driven planning system with deep analytics and compliance-friendly outputs. It’s suited to wealth managers, planners, and insurers needing end-to-end automation.

• Syncs client data and runs risk analysis to produce detailed portfolio insights
• Builds personalized portfolios based on goals, tax rules, and risk tolerance
• Generates compliant Investment Policy Statements (IPS) and proposals

Top generic AI tools for presentation and deck creation

These general-purpose tools help create polished, brand-consistent presentations—ideal when you don’t need deep portfolio analytics.

Beautiful.ai: AI-enhanced proposal design for small teams

Beautiful.ai helps smaller teams produce professional, on-brand presentations quickly. Its smart layouts enforce design rules while enabling collaboration across teams.

• Offers drag-and-drop templates with built-in design standards
• Maintains brand consistency across fonts, colours, and layouts
• Allows simultaneous editing by legal, compliance, and sales teams

Relevance AI: Custom proposal agents powered by live data

Relevance AI enables firms to create their own agents that continuously analyze market and client data. These insights can be turned into dynamic, personalized proposals.

• Supports industries such as real estate, venture capital, and asset management
• Surfaces risks, opportunities, and strategies from live data streams
• Provides adaptable proposal logic across multiple investment sectors

Visme: Visual proposal creation with AI-powered design

Visme combines AI writing, design, and layout tools to generate visually engaging decks. It’s ideal for advisors and marketers who want speed and strong visuals.

• Creates structured decks instantly from a short prompt or uploaded content
• Applies brand fonts, colours, and logos automatically
• Suggests images, icons, and design themes tailored to the content

Why use AI tools for personalized investment proposal generation?

Using AI to create investment proposals isn’t just about convenience—it drives real outcomes:

• Saves time for relationship managers and advisors
• Improves proposal personalization and client satisfaction
• Reduces compliance risk with built-in regulatory features
• Scales client coverage without adding headcount

Quick comparison: AI tools for investment proposal automation

Tool	Audience	Best For
ARKEN	Wealth Managers	Full-stack automation, regulatory support
Farther	Insurance Advisors	Fast, secure onboarding proposals
Investipal	Financial Planners	Analytics, IPS, proposal generation
Beautiful.ai	Small Teams	Fast, branded deck creation
Relevance AI	Asset Managers	Custom insights and live data integration
Visme	Advisors & Marketers	AI-designed decks from brief descriptions

Key takeaways: Choosing the right AI tool

When choosing a tool to automatically generate investment proposals, consider:

• Depth vs. speed: Do you need portfolio analysis (ARKEN, Investipal) or just deck design (Visme)?
• Compliance support: Tools like ARKEN ensure your proposals meet regulatory standards.
• Client volume: Automate workflows to serve more clients with the same team.
• Integration: Choose tools that connect with your CRM, document management, and compliance platforms.

FAQs: AI tools for investment proposals and deck creation

1. What is the best AI tool for generating personalized investment proposals?

ARKEN is the standout choice. It creates automated investment proposals and decks based on live data, client goals, and portfolio analytics—perfect for relationship managers.

2. Can these tools really save time for relationship managers?

Yes. Tools like ARKEN and Investipal can cut proposal creation time by up to 80%, letting RMs handle more clients without quality loss.

3. Which AI tool offers both proposal and IPS generation?

Investipal delivers on both fronts—automating Investment Policy Statements and tailored recommendations.

4. Are these AI-generated proposals compliant with regulations?

Yes. Tools like ARKEN and Farther have built-in compliance workflows to meet industry standards.

5. Can I customize proposals created by these tools?

Absolutely. Tools like Visme and Beautiful.ai allow brand-level customization, while others like ARKEN personalize content using real-time client data.

 

Sources: 

https://www.farther.com/post/farther-unveils-ai-powered-investment-proposal-solution-to-deliver-personalized-plans-in-under-10-minutes

https://www.investipal.co/ 

https://www.investipal.co/blog-posts/how-to-use-ai-for-personalized-investment-proposal-generation-a-practical-guide 

https://www.beautiful.ai/

https://relevanceai.com/

https://relevanceai.com/agent-templates-roles/customer-portfolio-manager-ai-agents-1 

https://www.visme.co/ai-pitch-deck-generator/