Qubu for financial and wealth consultants
Present your financial services with clarity, structure, and professionalism
Managing proposals for financial or wealth consultancy doesn’t need to be complex. With Qubu, you can create a consultancy financial proposal that is visually compelling, legally robust, and fully tailored to your client’s needs. Say goodbye to repetitive tasks and generic documents. Qubu helps you deliver impactful proposals, maintain control of every interaction, and grow your business with confidence.
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Why financial consultants trust Qubu
- Structured proposals tailored to every client
- Digital signature for faster approvals
- Multilingual proposals for international clients
- Real-time commercial tracking
Three key tools for financial and wealth consultants
Build stunning, personalized consultancy financial proposals in minutes. Eliminate the hassle of formatting while maintaining a strong, professional image.
AI-powered proposals
Build stunning, personalized consultancy financial proposals in minutes. Eliminate the hassle of formatting while maintaining a strong, professional image.
Transform your financial strategies into persuasive visual presentations. Help your clients understand complex scenarios with clarity and confidence.
AI-generated presentations
Transform your financial strategies into persuasive visual presentations. Help your clients understand complex scenarios with clarity and confidence.
Stay on top of your deals. See who’s opened your proposal, track team performance, and optimize your client engagement process—all from one place.
Commercial dashboard
Stay on top of your deals. See who’s opened your proposal, track team performance, and optimize your client engagement process—all from one place.
Flexible pricing for every need
More than proposals: a full business suite for consultants
Consultancy proposals with AI
Quickly build proposals with a professional layout, clear fee breakdown, and well-structured content—generated with the help of artificial intelligence.
Presentations that sell
Create impactful presentations that enhance your proposals, ideal for first meetings or follow-up discussions with clients.
Contracts with digital signature
Attach service agreements directly to your proposals and allow clients to sign securely, from any device, with full legal validity.
Proposal translation
Expand your consultancy across borders. Translate your proposals into dozens of languages and reach clients wherever they are.
Use clear language and avoid unnecessary jargon.
Start with an executive summary outlining the client’s needs and your proposed solution.
Present services and benefits visually (charts, timelines, deliverables).
Include the estimated cost and ROI or savings projections when applicable.
Share the proposal digitally with a professional layout, allowing clients to sign online if needed.
Qubu makes this process seamless by combining all these elements into an interactive and editable proposal template.
Qubu offers customizable AI-generated templates that adapt to each client’s context. You can reuse your structure while adjusting fees, terms, and language per client. This saves time, ensures consistency, and maintains a professional standard across your proposals.
Consultant and client information
Detailed list of services (e.g., portfolio review, tax strategy, retirement planning)
Estimated fees, whether hourly, monthly, or project-based
Project timeline and key deliverables
Legal clauses (confidentiality, liability, termination)
Optional annexes (case studies, client testimonials, performance history)
Digital signature space to formalize acceptance
Presenting all this in a clean, organized format reinforces your professionalism and builds trust with prospective clients.
Corporate proposals involve more complex elements like cash flow analysis, corporate tax strategy, asset management, risk assessment, and compliance planning.
Each type requires different structures, terminology, and KPIs. Qubu allows you to tailor your consultancy financial proposal to fit either case with precision.
