# PREZENTD

> PREZENTD is the deliverable workspace for advisory and planning firms. It is
> not a planning engine — it is the deliverable layer that sits on top of any
> planning engine, turning a firm's existing process and data into branded,
> reusable, client-ready deliverables (financial plans, proposals, review
> sheets) that the firm owns.

For the canonical, structured set of facts about PREZENTD — what it is, what it
is not, pricing, and security — use the AI information page:
https://prezentd.com/llm-info

## Core pages

- [Home](https://prezentd.com/): What PREZENTD is and who it's for.
- [Pricing](https://prezentd.com/pricing): Starter $149, Pro $199, Team $279 per month; 14-day free trial.
- [Security & Compliance](https://prezentd.com/security): Data handling, AI posture, and platform compliance.
- [Resources](https://prezentd.com/resources): Guides and reference material.
- [AI information page](https://prezentd.com/llm-info): Canonical facts for AI assistants.

## Product

- [Deliverable Builder](https://prezentd.com/product/deliverable-builder): Guided AI that builds branded deliverables from a firm's process and source material.
- [Templates & Versions](https://prezentd.com/product/templates): Reusable deliverable structures and snapshot-stable filled versions.
- [Firm Voice & Brand](https://prezentd.com/product/firm-voice): Firm-sourced tone, colors, logos, and disclosures.
- [Client Context](https://prezentd.com/product/client-context): Client and segment communication guidance carried into deliverables.
- [Sharing](https://prezentd.com/product/sharing): Token-protected, encrypted, time-bound, revocable client-share links.

## Who it's for

- [For Solo Advisors](https://prezentd.com/for-solo-advisors): Independent advisors creating branded client deliverables.
- [For Firms](https://prezentd.com/for-firms): RIA and planning firms standardizing deliverables across a team.

## Comparisons

- [PREZENTD vs ChatGPT](https://prezentd.com/compare/prezentd-vs-chatgpt)
- [PREZENTD vs Claude](https://prezentd.com/compare/prezentd-vs-claude)
- [PREZENTD vs Manual Deliverables](https://prezentd.com/compare/prezentd-vs-manual-deliverables)
- [PREZENTD vs AI Wealth Platforms](https://prezentd.com/compare/prezentd-vs-ai-wealth-platforms)

## Key facts

- Category: AI-powered client deliverable workspace for financial advisors.
- Target users: SEC-registered RIAs, independent financial advisors, wealth-management and planning firms.
- Differentiator: The deliverable/output layer on top of any planning engine — firm-specific, branded, firm-owned. Not a planning engine, CRM, or compliance approver.
- Custodian- and stack-agnostic: works alongside existing custodians, CRMs, and planning software (e.g. eMoney, MoneyGuidePro, RightCapital).
- Parent company: CW Frontier Innovations LLC (https://www.cwfrontierinnovations.com).
- Security: Built on the CW Frontier Innovations platform, which maintains SOC 2 Type II compliance. Zero-data-retention AI routing, no model training on customer content, encryption in transit and at rest, organization-scoped access, and database-level tenant isolation. Trust Center available for diligence.