FIS Relius Proposal
Document generation software
- Features
- Ease of use
- Ease of management
- Quality of support
- Affordability
- Market presence
Take the quiz to check if FIS Relius Proposal and its alternatives fit your requirements.
Contact the product provider
Free Trial unavailableFree version unavailable
Small
Medium
Large
- Banking and insurance
- Professional services (engineering, legal, consulting, etc.)
- Public sector and nonprofit organizations
What is FIS Relius Proposal
FIS Relius Proposal is a proposal document generation tool used by retirement plan professionals to create plan proposals and related client-facing documents. It supports building standardized proposal outputs using plan data and assumptions for use in sales and plan consulting workflows. The product is typically used in conjunction with other Relius retirement plan administration and compliance tools within the FIS ecosystem.
Purpose-built for retirement proposals
The product is designed around retirement plan proposal use cases rather than general-purpose proposal templates. This can reduce the amount of customization needed to produce plan-specific outputs such as fee and service comparisons. It aligns with the terminology and workflow expectations of TPAs, advisors, and recordkeeping-related sales teams.
Standardized, repeatable outputs
Relius Proposal supports consistent document formatting and content structure across proposals. Standardization helps teams reduce manual editing and maintain internal review practices. It also supports reuse of common proposal components to speed up recurring proposal creation.
Fits Relius product ecosystem
The product is positioned to work alongside other Relius tools used for retirement plan administration and compliance. This can simplify data reuse and reduce duplicate entry when proposal work is tied to downstream plan setup or administration processes. Organizations already standardized on Relius tools may benefit from a more integrated workflow than with standalone document tools.
Narrower scope than CLM suites
Relius Proposal focuses on proposal generation rather than end-to-end contract lifecycle management. Organizations needing negotiation workflows, clause libraries, redlining collaboration, and obligation tracking may require additional systems. It is less suited for non-retirement proposal scenarios where broad template libraries and multi-department use are required.
Limited modern e-sign capabilities
Compared with products that combine proposal creation with embedded e-signature and buyer interaction features, Relius Proposal is more document-output oriented. If teams require interactive web proposals, in-document payments, or advanced recipient analytics, they may need complementary tools. E-signature may be handled outside the product depending on the organization’s stack.
Best fit for existing users
The product’s value is strongest for firms already using Relius tools and retirement-plan-specific workflows. For teams seeking a vendor-neutral proposal platform across multiple product lines, adoption can be harder to justify. Implementation and template maintenance may require specialized knowledge of retirement plan proposal content and assumptions.
Plan & Pricing
Pricing model: Subscription / ASP (usage-based) Details from official site: Relius Proposal is offered as part of the Relius ASP platform. The official product pages state that there is "no large upfront license fee" and that ASP fees "are based on a monthly minimum fee or the number of participants and non-active employees maintained on the system — pay as you grow." The site does not list public plan tiers, per-user prices, or pay-as-you-go rates; it instructs prospective customers to contact Sales for pricing. Public pricing on vendor site: Not listed — contact sales for a quote.
Seller details
FIS Global
Jacksonville, Florida, United States
1968
Public
https://www.fisglobal.com/
https://x.com/fisglobal
https://www.linkedin.com/company/fis
