You already know how to serve your clients. Your proposal should make it just as easy for them to understand what you offer and take the next step. Aurum is a Dubsado proposal template for financial advisors who want a polished, organized way to present their services without building a proposal from scratch.
Customize it with your branding, services, packages, pricing, process, and content to create a proposal that feels like your business from the start.
Dubsado Proposal Template for Financial Advisors
Aurum
Investment $250
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One-Click Add To Your Dubsado Account
Customize The Template To Your Brand
Lifetime Support With Your Purchase
Easily add the template with one click to your Dubsado account.
Add your brand. Add your work. Add your offers. Make it yours.
Lifetime support with each template purchase.
- Financial advisors
- Financial planners
- Wealth management professionals
- Bookkeepers
- Accountants
- Financial consultants
- CFO and fractional CFO services
- Other professional service providers
The clean layout and professional feel make it an especially natural fit for financial advisors and financial professionals, but Aurum isn't limited to one industry.
A Dubsado Proposal Made for Financial Advisors
See What's Inside
"Instead of building from scratch, I literally just plugged in my copy and images and was ready to roll."
"Ashley's Airtable ticket system and Dubsado proposal templates saved me SO much time. Instead of building from scratch, I literally just plugged in my copy and images and was ready to roll. The setup was seamless, the Loom tutorials made everything crystal clear, and they fit my brand vibe perfectly. I've been able to streamline my client onboarding and support process without the headache of figuring it all out myself. After servicing clients all day, my brain was already done. So having these products was a lifesaver. If you're a service provider who values your time and wants something that just works, grab these templates. You honestly won't regret it!"
D. Lemonte
Guided Walkthroughs
Form Assistant
Lifetime Support
Easily make this template yours with videos to help you.
Make tweaks to the code faster with the code assistant.
Lifetime support with each template purchase.
This Dubsado Proposal Template Comes With
Financial services are built on trust, and the way you present your business matters.
Aurum's clean, polished design gives financial advisors, financial planners, accountants, bookkeepers, and other financial professionals a professional way to present their services and guide potential clients through their options without the proposal feeling cluttered or overly complicated.
Your proposal can bring together the information a potential client needs to understand your services, such as your approach, available packages, process, investment, credibility, and next steps.
And because the template is customizable, you can adapt the content to your own financial services business, services, and client experience.
Why Aurum Works for Financial Advisors
After purchase, you'll receive your one-click link to import the template directly into your Dubsado account. No building from scratch.
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Frequently Asked Questions About the Aurum Dubsado Proposal Template
Yes. Financial advisors can use Dubsado proposals to present services, packages, pricing, process information, and next steps in one organized client experience. How you configure and use Dubsado should always reflect your business's own compliance requirements.
Yes. Aurum is designed to become your own. Customize the branding, colors, fonts, images, copy, services, packages, pricing, and other content to match your business.
No. Aurum is especially well suited to financial advisors, but it can also be customized for financial planners, accountants, bookkeepers, financial consultants, wealth management professionals, and other financial service businesses.
Absolutely. Bookkeepers and accountants can customize Aurum around their own services, packages, pricing, process, and client experience.
No. That's the benefit of starting with a template. Aurum gives you the design and structure so you aren't beginning with a blank page. You can focus on customizing it for your business instead.
Yes. Aurum is created specifically for Dubsado, so you'll need a Dubsado account to use the template.
You can get the proposal or bundle the entire collection. The collection comes with a questionnaire, engagement letter, and welcome guide.
You're able to install Aurum in one click! We provide instructions on how to easily install it in your Dubsado account with video trainings to walk you through each step.
With these templates, you're never on your own! No matter when you snag this goodie, you'll ALWAYS have access to submit questions for support in setting up and navigating the template.
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