Built for the firms that answer to their clients — and to regulators.

PREZENTD is an AI-powered B2B product for SEC-registered RIAs, independent financial advisors, and wealth-management and planning firms. It is not a planning engine, a CRM, or a compliance approver. It is the output layer that sits on top of the tools a firm already runs — eMoney, MoneyGuidePro, RightCapital, the custodian, the CRM — and produces the client-facing material those tools never did: firm-branded, reusable, built around each prospect's situation.

Five surfaces make up the product: a guided Deliverable Builder, reusable Templates with snapshot-stable Versions, Firm Voice & Brand sourced from the firm's own website and settings, Sales Intelligence that carries prospect pains and objections into each deliverable, and secure, revocable Presentation & Sharing links.

PREZENTD is designed, built, and operated by CW Frontier Innovations LLC, a United States software company founded by Caleb Wallace. CW Frontier Innovations builds a small family of focused B2B products; PREZENTD is the one built for the advice industry. The parent company's platform — the infrastructure PREZENTD runs on — maintains SOC 2 Type II compliance, with its report and System Description available in the Trust Center.

PREZENTD launched in 2026 and is listed on the Kitces AdvisorTech Map in the Advice Engagement category.

We sell self-serve, without a demo gate: every plan starts with a 7-day free trial of the full platform, and nothing is charged until day 8. We do not publish testimonials, logos, or usage statistics we cannot back, and we describe the AI honestly — models draft narrative and apply firm voice; template refills, field edits, and brand application are deterministic. Every client-facing deliverable passes through advisor review before it is shared. PREZENTD never sends anything to a client on an advisor's behalf.

• Firm-owned output: templates, versions, and disclosures are the firm's IP
• No model training on customer content; ZDR-only AI routing
• US data residency; export anytime; deletion on request at cancellation

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