--- title: Separately Managed Account (SMA) Proposal Request Form Template | Paperform description: Professional SMA proposal request form for wealth managers and RIAs. Collect client investment objectives, tax considerations, and portfolio preferences to create customized separately managed account proposals. url: "https://paperform.co/templates/separately-managed-account-sma-proposal-request-form" type: static generatedAt: "2026-04-04T00:45:13.771Z" --- [← Back to free form templates](/templates/) ![Separately Managed Account (SMA) Proposal Request Form](https://img.paperform.co/fetch/f_webp/https://d3gw2uv1ch7vdq.cloudfront.net/content/form_templates/assets/separately-managed-account-sma-proposal-request-form.png) [Preview](https://_preview.paperform.co/ai-template/separately-managed-account-sma-proposal-request-form) [Use this template for free](/create?ai-template=separately-managed-account-sma-proposal-request-form) [Application Forms](/templates/category/applications/)[Financial & Accounting Forms](/templates/category/financial/) [Consulting](/templates/industry/consulting/)[Finance](/templates/industry/finance/) [Consultant](/templates/role/consultant/)[Financial Advisor](/templates/role/financial-advisor/) About this free form template ### Streamline Your SMA Proposal Process with Paperform A **Separately Managed Account (SMA)** offers high-net-worth investors and institutions the unique benefits of direct security ownership, customized portfolio construction, and enhanced tax efficiency. However, gathering the detailed client information needed to craft a compelling SMA proposal can be time-consuming and prone to errors when handled through email chains or paper forms. This SMA Proposal Request Form template is designed specifically for **wealth managers, registered investment advisors (RIAs), financial planners, and asset management firms** who want to professionalize their client intake process while capturing the granular details that make for truly personalized investment strategies. #### Why Paperform for Investment Proposals? Built for **SMBs in financial services**, Paperform lets you create on-brand forms that feel professional and trustworthy—essential when clients are sharing sensitive financial information. The doc-style editor means you can mix explanatory text, compliance disclosures, and form fields in a natural flow that educates while it collects data. **Conditional logic** ensures clients only see questions relevant to their situation—if they indicate tax-loss harvesting is a priority, follow-up questions about existing positions and cost basis appear automatically. **Calculation fields** can provide instant estimates or help clients visualize portfolio allocations before they even submit. #### Automate Follow-Up with Stepper Once a proposal request is submitted, **[Stepper](https://stepper.io)** can orchestrate your entire advisory workflow: route high-value prospects to senior advisors, create tasks in your CRM, generate preliminary portfolio models, schedule discovery calls, and send personalized follow-up sequences—all without manual handoffs. This means faster response times and a more polished client experience from first contact through proposal delivery. For firms managing multiple advisors or client segments, Paperform's **roles and permissions** keep data secure while Agency+ features let you clone and customize forms across teams. With **SOC 2 Type II compliance** and data residency controls, you can confidently collect sensitive financial information knowing your platform meets institutional standards. Whether you're an independent RIA building your practice or a multi-advisor firm standardizing your proposal process, this template gives you a professional, conversion-optimized starting point that reflects the sophisticated service you provide. Built for growing businesses, trusted by bigger ones. Trusted by 500K+ business owners and creators, and hundreds of millions of respondents. ![Capterra - 4.8 out of 5](/images/capterra-st.jpg) ![Trustpilot - 4.8 out of 5](/images/trustpilot-st.jpg) ![G2 - 4.8 out of 5](/images/g2-st.jpg) [Try Paperform free now](/register) ## More templates like this [![Angel Investor Financing Application](https://img.paperform.co/fetch/f_webp/https://d3gw2uv1ch7vdq.cloudfront.net/content/form_templates/assets/angel-investor-financing-application.png) ### Angel Investor Financing Application Streamline your startup's fundraising with a comprehensive angel investor application form. 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