Finally Understand What Advisors Want
A system for TPAs to gain insights into what advisors need, want and value.
Look More Professional
Stop sending out proposals you don't like. Achieve the look and feel you've always wanted. We have revamped the TPA proposal preparation process so you can create a polished, professional proposal you can submit to plan sponsors with confidence!
50% Faster
Software specifically designed by TPAs for TPAs. We understand your business needs and the importance of productivity. Through automation, we have decreased the amount of time it takes to create beautifully-designed proposals that represent you well and sell, even when you're not there.
Win More Plans
We help you elevate your status and run a profitable TPA business by increasing the speed in which you respond to RFPs with impeccable marketing materials that convert higher than the traditional "bio plus fees" format. A competitive advantage proven to increase sales volume!
"We generate several hundred proposals a year and struggle to deliver them in an efficient, simple and attractive way. Your software eliminates those challenges and allows me to deliver my value statement, especially on those plans where I am not able to attend the finals presentation."
Joe Burt
President, Pension Plan Specialists
"Your new TPA proposal blew me away, it looks awesome!"
Dean Dennison
Financial Advisor
"Using this software, I was able to create and submit a polished, professional proposal with confidence. "
David Majesky
TPA Proposal Client
Enter Plan Information
Use Drop-Down Lists and Save Multiple Versions of Your Proposal
1-Click Upload of Illustrations
Beautifully-Designed, Color-Coded, Charts and Graphs to Visualize Data At-A-Glance
Send Proposal To Advisors
With Our Built-In Email Integration
Frequently Asked Questions
How does TPA Proposal work?
TPAproposal is is a cloud-based proposal system. Our team designs and programs your proposal for you, allowing you to create proposals in minutes.
Can I use my existing proposal with your software?
Yes, we can take your existing proposal and set it up on our software.
Can I use parts of my existing proposal?
Yes, you can use the parts of your existing proposal and add in new elements to make it exactly what you need.
What if I want to change my proposal down the road?
You can change your proposal at anytime. Maybe you want to add a page on 3(16) services, or you want to take out a page, maybe update your colors or logo. No problem. Just give us a call and we'll make the changes for you on our end. (A programing fee may apply.)
Can my sales team have separate logins?
You can have as many logins as you need. You can also restrict what each user sees, or allow each user to see all proposals in the system.
Will it work with my current software?
Yes. TPAproposal works with all the major admin systems.
Does TPAproposal save my proposals?
Yes, you can easily view, edit, refresh, and resend any proposal using TPAproposal.
Can I include revenue sharing disclosures?
Yes. Any revenue sharing verbiage, 408(b)2, or any other disclosure you provide will auto-populate based on the recorkeeper or servic