Write your wealth management proposal in one hour instead of one week
DocGenius guides you step by step to create professional, personalized, and compliant wealth management proposals. Our AI asks you the right questions to structure your document, include essential information, and save you valuable time.
Write my proposal nowA new way to write, with you at the center
DocNexus doesn't write for you: it writes with you.
Sales proposals that convert thanks to flawless quality
DocGenius analyzes and optimizes every aspect of your document: content relevance, strength of argumentation, compliance with wealth management industry standards, and writing quality. Get impeccable sales proposals that build trust with your prospects and increase your conversion rate.
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Join those who have transformed the way they write.
Start NowI have always believed that AI should not replace humans, but empower them. DocNexus puts domain expertise back at the center by helping you structure and challenge your thinking. That is what true augmented intelligence looks like.
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AI-Generated Questions
Adapt to every type of wealth management client
Whether you're writing a proposal for a high-net-worth individual, a business owner, or a real estate investor, DocGenius structures your document around the specifics of each profile and their wealth goals.
Create my personalized proposalSave time with smart suggestions
At every step, get relevant answer suggestions drawn from the best practices in wealth management. Our pre-filled templates help you significantly speed up your creation process.
Explore our smart suggestionsA document that reflects your expertise and your style
DocGenius adapts to your level of expertise, your tone, and your sales approach. Your proposal keeps its personality while benefiting from an optimal structure and relevant arguments.
Create a proposal that's truly mineProfessional formatting ready to use
Export your proposal in Word format with a dynamic table of contents, custom headers, and polished formatting that enhances your image. Every visual element is aligned with wealth management standards.
Download a sampleThree steps to get started
A proven technology that radically transforms document production.
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Sign up in seconds and get instant access to our AI-assisted writing platform, designed specifically for wealth management professionals.
Answer the AI's questions
Our artificial intelligence guides you with targeted questions about your client, their wealth goals, and your offer. Every answer automatically enriches your sales proposal.
Get your ready-to-use proposal
Download your finalized document in Word format, with professional formatting, compelling arguments, and all required legal information.
Multilingual proposals for your international clients
Write sales proposals in English, French, Italian, Spanish, German, or Portuguese. Ideal for wealth advisors working with international or expatriate clients.
Write in multiple languagesEdit and refine your proposal as much as you want
Regenerate any part of your document based on prospect feedback or changing needs. Quickly adjust your wealth management recommendations without starting from scratch.
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Simple, transparent pricing that scales with your growth.
Recommended
Pro
Ideal for freelancers
Linked documents included
equivalent to
~ 300 pages written
Recommended
Plus
For strategic documents
Linked documents included
equivalent to
~ 600 pages written
Recommended
Business
Designed for teamwork
Linked documents included
equivalent to
~ 1 200 pages written
Entreprise
Plan tailored to fit your needs
Transform the way you write your wealth management proposals today
Join the wealth advisors who have cut their writing time by 5x while improving the quality and impact of their sales proposals. Your first document is on us!
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