The deliverable layer, not a new platform.
AI wealth platforms are genuinely impressive. Some are platforms you join, with your book moving onto them. Others, like Hazel, are AI suites that sit across your whole practice. PREZENTD does one job: the sales material your firm sends, built on the custodian, CRM, and planning stack you already use.
Do advisors have to switch custodians to get AI-powered deliverables?
No. Some AI wealth platforms, such as Savvy Wealth, are platforms advisors join and move their book onto. Others, such as Hazel by Altruist, are sold per seat and say they work no matter where you custody, but cover the whole practice: meetings, operations, and planning. PREZENTD covers only the deliverable layer, at $189 to $399 per month, alongside your existing custodian, CRM, and planning tools such as eMoney, MoneyGuidePro, or RightCapital.
A wave of AI-native wealth platforms, Savvy Wealth, Wavvest, and Hazel among them, has raised the bar for what software can do for advisors. The tooling is real and the ambition is real, and for the right firm each model makes sense.
They are not all the same shape, so it is worth being precise. Some are platforms you join: Savvy Wealth, for example, pairs its technology with an affiliated RIA, its own custodial platform, and transition support for advisors who move their book. Others are AI suites you buy per seat: Hazel, offered by Altruist, says it is made for all firms no matter where you custody, and covers meetings, client data, operations, and tax and financial planning agents. One is a practice-level move; the other is a broad operating layer you adopt across the firm.
PREZENTD is narrower than both. It does not touch custody, operations, or planning. It is the deliverable workspace: the proposals, plan summaries, and decks your firm sends, built from your meetings, on your brand, alongside whatever custodian, CRM, notetaker, or AI suite you already run.
Vendor details on this page reflect each vendor's own website as of October 2026. Plans change, so check hazel.ai and savvywealth.com for current terms.
| AI wealth platforms | PREZENTD | |
|---|---|---|
| Shape | Either a platform you join (RIA, custody, and tech together) or an AI suite meant to run across your whole practice. | One layer: the client-facing sales material your firm builds, brands, reuses, and shares. |
| Knows the client | Draws on the client data inside the platform: meetings, email, account records, depending on the product. | A Client Profile written from your own meetings (how to present, what they care about, what's blocking the yes) that every deliverable reads. |
| Learns from your meetings | Many include meeting capture and summaries as part of the suite. | No recording: paste or upload any notetaker's transcript and get a Meeting Report scored against your sales process, a Client Profile, Firm Memory, and precedents. Every plan, no credits. |
| What you must change | Varies. Joining a platform means moving your book; a per-seat suite like Hazel says it works wherever you custody but asks the firm to adopt it broadly. | Nothing. PREZENTD runs beside the custodian, CRM, planning tools, and notetaker you already use. |
| Commitment | From a practice-level move (joining a platform) to a firm-wide software rollout (an AI suite). | A 7-day free trial and monthly billing. Start today, decide as you go. |
| Firm-branded deliverables | Deliverables are usually one output among many, shaped by the platform's own formats. | The whole product: your logo, colors, voice, and disclosures on every document and deck, saved as Reusable Templates your firm owns. |
| Security posture | Varies by platform. Worth asking each one about AI data handling and model-training posture. | Published and verifiable: built on a SOC 2 Type II audited platform, no model training on your data, public Trust Center. |
| Exit cost | Leaving a joined platform means re-papering and moving a book; leaving a suite means replacing several jobs at once. | Export your work and cancel. Nothing else in your stack changes. |
No custodian switch, and no platform to adopt.
PREZENTD never asks where you custody, because it does not need to know. It works on the output layer of your practice, turning your context and your numbers into branded, owned deliverables, regardless of who holds the assets or which AI suite runs your operations. That makes adopting it a low-stakes software decision: trial it alongside your current stack, keep your custodian, CRM, and planning tools, and walk away with your templates if it is not for you.
- —Full product value with your existing custodian, CRM, and planning software.
- —Monthly billing and a 7-day trial — no migration timeline, no re-papering.
What PREZENTD deliberately does not do — said plainly, so you can trust what it does.
PREZENTD is not a custodian, not a CRM, and not a planning engine. It does not hold assets, manage your client relationships, or model financial plans. Pretending otherwise would only make it harder to fit into your practice. It owns one job well — the deliverable workspace where your firm builds, brands, reuses, and shares client-ready output — and leaves the rest of your stack alone.
- —Not a custodian: PREZENTD does not custody assets or change where your book lives.
- —Not a CRM or planning engine: keep your client system and planning software as they are.
Questions advisors actually ask
Do I have to leave my custodian to use PREZENTD?
No. PREZENTD works regardless of which custodian you use. It operates on the deliverable output layer of your practice, not the custody of your assets, so you keep your existing custodian, CRM, and planning tools and adopt PREZENTD as a software subscription alongside them.
Is PREZENTD a Savvy Wealth, Wavvest, or Hazel alternative?
Honestly, it is a different category. Savvy Wealth is a platform advisors join, with an affiliated RIA and its own custodial platform. Hazel, offered by Altruist, is a per-seat AI suite that says it works no matter where you custody and covers meetings, operations, and tax and financial planning. PREZENTD does neither: it is only the deliverable workspace, and it can sit alongside any of them. For some firms a platform or a suite is the right move; for firms that want firm-branded sales material without changing anything else, PREZENTD fits on its own.
What does it cost to leave PREZENTD?
Very little by design. Because there is no book to move and no platform relationship to unwind, you export your work and cancel. Billing is monthly and there is no long-term contract, so the exit cost is closer to ending a software subscription than re-papering a practice.
How fast can I get value from PREZENTD compared to a platform?
You can build your first branded deliverable today on the stack you already run. Joining a platform typically means a transition timeline before the tooling pays off, and a firm-wide AI suite takes a rollout across meetings, data, and workflows. PREZENTD only has to fit one step: the deliverable.
How does PREZENTD's security compare to the AI wealth platforms?
We can only speak for ourselves — and we publish it: built on a SOC 2 Type II audited platform, no model training on customer content, zero-data-retention AI routing, encryption in transit and at rest, and a public Trust Center you can review before you commit. Whatever tool you evaluate for this workflow, ask the same questions and compare the answers.
What does PREZENTD deliberately not try to be?
PREZENTD is not a custodian, not a CRM, and not a planning engine. It does not hold assets, run your client relationships, or model plans. It focuses on one layer — building, branding, reusing, and securely sharing client deliverables — and leaves the rest of your stack in place.
Keep your stack. Add the deliverable layer.
No custodian switch, no platform rollout. Start your first branded deliverable today on the stack you already run, and cancel anytime.
7-day free trial · No charge until day 8 · Cancel anytime
Built on a SOC 2 Type II audited platform · No model training on your data · Security →