One brand across every advisor.
PREZENTD is where your firm's sales motion lives. Give every advisor the same template library, Firm Voice, and Firm Memory by default — so every pitch looks like one firm, closes like your best advisor, and takes minutes, not afternoons.
How do RIA firms keep deliverables consistent across every advisor?
PREZENTD gives a multi-advisor firm one shared template library with brand policy enforced from firm settings — logos, colors, and disclosures apply automatically no matter who builds. New advisors pitch from the firm's best work on day one instead of reinventing formatting. Pro covers 3 seats at $279 per month; Team covers 10 seats at $399 — both with a 7-day free trial.
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“Every advisor formats their deliverables a little differently.”
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“The brand looks inconsistent from one client to the next.”
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“New advisors take months before they can produce partner-grade output.”
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“We don't have a shared system — just shared folders nobody trusts.”
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“I spend partner time fixing formatting instead of advising.”
A firm-wide template library, on-brand by default.
Every advisor draws from the same shared template library, and the brand contract applies your logos, colors, and disclosures from firm settings rather than individual preference. Brand policy is enforced firm-wide, so output looks like one firm no matter who built it.
- —One shared template library across all advisors
- —Firm-wide branding policy enforced from settings, not per advisor
- —Logos, colors, and disclosures applied automatically
Firm voice and disclosures, applied by default.
PREZENTD can derive a firm voice from your website — positioning, services, tone, and language to use or avoid — and carry it into every deliverable. Advisors stay on-message without a partner reviewing every word, and firm voice is reversible: turn it off or rescan anytime.
- —Firm voice derived from your website, guiding tone and vocabulary
- —Disclosures applied by default at the org level
- —Reversible — admins can turn firm voice off or rescan
New advisors produce partner-grade output sooner.
Instead of learning your house style by trial and error, new advisors adapt the firm's templates — each with a Reuse Recipe that says what stays and what changes — and build from a Firm Memory their colleagues' meetings already filled. Your methodology comes packaged in the workspace, so output looks like the firm from the first deliverable.
- —New advisors start from the firm's templates and recipes, not a blank page
- —Firm Memory and segment guidance encode what wins at your firm
- —Partner-grade structure available on day one
Every advisor's meetings make the whole firm sharper.
When any advisor logs a meeting, PREZENTD writes a Meeting Report scored against the firm's sales process and refreshes that client's profile. Coaching is addressed to whoever logged the meeting; the Client Profiles, Meeting Reports, and Firm Memory are shared across the workspace. What wins here, the objections you hear, and the language to avoid accumulate as editable lists every build reads, and won engagements become precedents for the next similar prospect, no matter who closed the first one.
- —One sales process and selling framework for the firm; every meeting scored against it
- —Coaching is private to the advisor who logged it; profiles, reports, and memory are shared
- —Admins curate Firm Memory; segments of the book emerge from the meetings everyone logs
Seats, roles, and an org-scoped workspace.
PREZENTD is organized around firm workspaces. Admins invite advisors, manage roles, and enforce seat limits, while usage is counted per organization. Everything lives in an org-scoped workspace with database-level tenant isolation — built for a team, not a personal productivity tool.
- —Invite advisors, manage roles, and enforce seat limits
- —Usage counted per organization, not per individual
- —Org-scoped workspace with database-level tenant isolation
Questions advisors actually ask
How does PREZENTD keep the brand consistent across advisors?
Branding comes from firm settings, not individual preference. The brand contract applies your logos, colors, and disclosures to every deliverable, and firm-wide branding policy enforcement keeps it that way regardless of who builds the output. Advisors share one template library, so deliverables read as one firm from client to client.
How does this help onboard new advisors?
New advisors adapt the firm's existing templates rather than inventing their own format. Reuse Recipes, Firm Memory, segment guidance, and Firm Voice are already in place, so a new hire produces partner-grade, on-brand output much sooner than learning the house style by hand.
Is PREZENTD a CRM?
No. PREZENTD is a deliverable workspace, not a CRM. It holds each client's Client Profile, logged meetings, Meeting Reports, and Sources, but it has no contacts, tasks, calendar, or pipeline, and it doesn't replace your system of record. It works alongside the custodian, CRM, and planning tools your firm already runs.
Can the firm stay compliant while advisors move fast?
PREZENTD does not approve content for compliance — your firm controls disclosures and remains responsible for review. It gives you firm-controlled disclosure settings applied by default, encryption in transit and at rest, and a posture where client data never trains models. PREZENTD runs on our parent company's SOC 2 Type II audited platform. Compliance review stays with your firm.
How do seats and admin controls work?
Pro includes 3 seats at $279/mo and Team includes 10 seats at $399/mo, both with a 7-day free trial and no charge until day 8. Admins invite advisors, assign roles, and enforce seat limits, with credits counted per organization in an org-scoped workspace. Admins also manage brand settings, billing, Firm Voice, and Firm Memory.
One brand, every advisor.
Start a 7-day free trial. Pro at $279/mo for 3 seats, Team at $399/mo for 10 — shared templates, firm voice by default, no charge until day 8.
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 →