A request for proposal (RFP) is a formal process by which companies or organizations solicit bids from potential vendors to determine the best solution for their needs. The RFP process is often used ...

Advisors and RIAs are increasingly turning to digital solutions that not only automate proposal creation but also integrate seamlessly with portfolio management and CRM systems. Choosing the right ...

Forbes contributors publish independent expert analyses and insights. Mike Kappel is the Founder of Patriot Software, LLC. This article is more than 3 years old. Writing a great funding request is ...