Punch above your weight.
PREZENTD is where your sales motion lives — no back office required. Walk into every prospect meeting with branded, firm-grade material built around their pains and objections, in minutes, not afternoons.
What software helps solo financial advisors create client deliverables?
PREZENTD gives a solo advisor firm-grade output without staff: branded presentations, proposals, and review decks built in minutes from notes or files, carrying the advisor's logo, colors, and disclosures automatically. Reusable templates mean a quarterly review is built once, then adapted per household with AI or duplicated and edited for free. The Starter plan is $189 per month with a 7-day free trial — no designer or paraplanner required.
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“I rebuild the same review deck from scratch every single quarter.”
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“My output looks like everyone else's eMoney export — there's nothing of my firm in it.”
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“I have no time between back-to-back meetings to actually polish a deliverable.”
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“I can't justify hiring a paraplanner just to handle formatting work.”
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“By the time a one-pager looks the way I want, the meeting's already over.”
One person, output that looks like a team built it.
Your deliverables come out carrying your logo, your colors, and your disclosures — pulled from your brand settings, not invented by a model. The brand contract keeps every artifact on-brand, so a solo practice presents like an established firm.
- —Logo, colors, and default disclosures applied from your settings
- —The brand contract overrides model styling preferences
- —Client-ready output without a designer in the loop
Build it once, reuse it for every client.
Save a deliverable you build today as a Reusable Template, and PREZENTD writes a Reuse Recipe for it. Next quarter you adapt it with AI for the new household — drop in their transcript or holdings CSV and it swaps the facts for about one credit — or duplicate it and change the values yourself for free. The work you do once keeps paying off across every household.
- —Adapt with AI from a transcript, intake PDF, or CSV; Duplicate & edit is instant and free
- —Every version stays linked to its client and fixed at what they saw
- —Documents on every plan; slide decks on Pro and Team
Read the profile in the car. Walk in knowing what to say.
Paste the transcript your notetaker produced and PREZENTD writes a Meeting Report that scores the meeting against your own sales process and a Client Profile that arrives in your inbox as a PDF before the next one: how to present to this client, what they care about, the objections to prepare for, and the one deliverable to build. Mark the engagement Won or Lost and your firm memory and precedents compound. It is included on Starter and never spends a credit.
- —Meeting Report and Client Profile after every logged meeting, no credits
- —Build the next deliverable straight from the opportunity card
- —No recording, no notetaker integration — paste or upload what you already have
Minutes between meetings, not lost afternoons.
Describe the deliverable you need, drop in your meeting notes or files, and get back to your day — a branded draft is waiting in minutes. Prep that used to eat an afternoon now fits in the gap between two calls.
- —Start from a plain-language description or your own source material
- —Your brand, voice, and disclosures applied automatically
- —Nothing goes out without your review
Works alongside the tools you already run.
PREZENTD sits next to your custodian, CRM, and planning software — it doesn't replace them and doesn't ask you to switch. It's the layer where firm-grade deliverables get built, so the rest of your stack keeps doing what it already does well.
- —No migration off your existing planning and CRM tools
- —Bring in notes, transcripts, PDFs, and CSVs as source context
- —Adopt it for the deliverable step, leave everything else in place
Questions advisors actually ask
Do I need staff or technical help to get firm-grade output?
No. PREZENTD is built for the solo advisor working without a paraplanner or designer. You describe the deliverable, and your brand settings apply your logo, colors, and disclosures automatically. The reusable templates mean the formatting work you'd otherwise hire for happens once and then repeats itself.
How fast can I actually turn around a deliverable?
Most deliverables are ready in minutes. Describe what you need or drop in your notes, and the build happens while you move on with your day — then you review, refine, and present. The first one takes the longest; after that, adapting a template is faster still, and duplicating one is instant.
Does PREZENTD keep me compliant?
PREZENTD does not approve content for compliance — you and your firm stay responsible for review and for the disclosures you apply. What it does do is give you firm-controlled disclosure settings, encrypt your data in transit and at rest, and never train models on your client information. PREZENTD runs on our parent company's SOC 2 Type II audited platform. Your compliance review still belongs to you.
Will it replace my planning software or CRM?
No. PREZENTD is a deliverable workspace, not a CRM or a financial-planning engine. It works alongside your custodian, CRM, and planning tools — you keep running them and use PREZENTD for the step where branded client deliverables get built and reused.
What happens when I add staff later?
Start on Starter at $189/mo for a single seat, then upgrade when you grow. Pro adds three seats, slide decks with PowerPoint download, and client presentation links. Upgrades take effect immediately and are prorated, so you only move up when you actually add people.
Get your afternoons back.
Start a 7-day free trial on Starter at $189/mo. Build a branded, reusable deliverable in minutes — no staff, 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 →