Exhibit A
Win more clients with powerful, personalized proposals.
"Exhibit A empowers RIAs to create compelling, customized proposals and sales collateral. The platform streamlines the business development process, enabling advisors to win new clients and grow their AUM through professional, data-driven presentations and reports. Firms use Exhibit A to standardize their sales process and ensure consistent messaging across their team."
Strategic Capability Analysis
Primary Use Cases
Agentic Intelligence Briefing
"Exhibit A helps RIAs win more business by automating and personalizing client proposal creation."
Competitive Strengths
Adoption Hazards
Stack Compatibility Profile
How Exhibit A integrates into institutional RIA stacks.
Alternative Peer Landscapes
3Equity
Actionable business intelligence for RIA operational excellence.
401GO
Simplified 401(k) implementation and management for RIAs.
AbsoluteCapital
Comprehensive held-away asset management for RIAs.
Absolute Engagement
Unlock client loyalty with data-driven engagement.
Acclivity
AI-powered client engagement for modern RIAs.
AdvicePay
AdvicePay: Modern billing for modern financial advisors.