Your expertise. Your voice. Your deliverables.
PREZENTD turns your sales process and voice into documents and slide decks — proposals, presentations, and plans — that stand apart and are built to win the business, not just describe it. Built in minutes from the material you already have, then reused across your whole firm.
How do financial advisors automate client proposals and presentations?
PREZENTD builds branded documents and slide decks from material advisors already have — meeting notes, transcripts, intake PDFs, holdings CSVs. The advisor describes the deliverable, answers at most a couple of follow-up questions, and approves; the build runs in the background, typically one to three minutes, applying the firm's voice, brand, and disclosures automatically and leaving any value the sources don't support blank rather than inventing it. Documents download as PDF on every plan; slide decks download as PowerPoint on Pro and Team. Plans run $189–$399 per month with a 7-day free trial.
Clients have seen a thousand planning printouts. They haven't seen yours.
Every planning tool exports the same charts, the same tables, the same layout — so every firm's advice looks interchangeable. The builder works from your firm's voice, your sales process, and your framing, and produces deliverables that read like your firm wrote them. That's not cosmetics; it's how your expertise becomes visible — and how a prospect sees why they should hire you and not the firm down the street.
- —Built around how your firm actually sells and presents advice — not a vendor's template.
- —Your firm voice, brand, and disclosures are applied automatically on every build.
Feed it the meeting notes, the transcript, the CSV — and the deliverable builds itself.
Add a meeting transcript, an intake PDF, a holdings CSV, a whiteboard photo, or pasted notes. The builder reads them to shape and write the deliverable, so the output reflects this client, this conversation, and what it will take to close — and the work that used to take an afternoon of copy-paste happens in minutes. It also reads what your firm already knows: Firm Voice, Firm Memory, the client's "How to present to this client" guidance, their segment, and precedents from similar engagements.
- —Where the source material has no answer, the value is left for you — never invented.
- —Files you upload are kept as governed Sources your firm owns: you see every one, you can untick Keep before a file uploads, and you can delete any Source at any time. Turn Meetings & Firm Memory off and uploads revert to extract-and-discard.
Documents and slide decks, ready to hand over.
Build a document or a slide deck with speaker notes. Documents can carry interactive pieces — a calculator, a what-if scenario a prospect can move — that work identically in preview, on a shared link, and in review. Once you approve, download a PDF on every plan, download a deck as PowerPoint on Pro and Team, print, present full-screen in the meeting, or share a secure link on Pro and Team. Your disclosures render on every one of them.
- —Documents on every plan; slide decks with speaker notes on Pro and Team.
- —PDF download on every plan, PowerPoint for decks on Pro and Team, full-screen present mode, and secure links.
Refine it once, then reuse it across your whole firm.
Review the finished deliverable, edit any text in place with no AI call, or ask for a focused revision — tighten the summary, rework a section. Then save it as a Reusable Template every advisor in your firm can adapt with AI or duplicate and edit. You stay in control the whole way: nothing generates without your sign-off, and the build runs in the background while you get back to your day.
- —Build it as a one-time deliverable for a single client moment, or as a Reusable Template for the whole firm.
- —Every deliverable targets a step in the engagement — "For: Meeting 3" — and lands on the client's timeline under that meeting.
ChatGPT can draft. It can't do this workflow — unless you build it yourself.
To get firm-branded, reusable, client-ready deliverables out of a generic AI tool, you'd have to keep re-prompting through a mess of chats — or build your own custom app. Advisors are already trying both; Michael Kitces has written about domain experts building their own tools rather than waiting on vendor roadmaps. PREZENTD is that workflow, purpose-built — no code, no prompt wrangling, ready on day one.
- —Firm voice, brand, source intake, reusable templates, and secure sharing in one flow.
- —Per seat, it's priced below the enterprise tiers of generic AI tools — and it's built for this job.
Describe & upload
Choose document or slide deck, tell PREZENTD what you need, and add the material you already have — notes, transcripts, PDFs, CSVs, screenshots. Each file has a Keep box; kept files become Sources on the client's page. The build targets the next meeting in the engagement ("For: Meeting 3").
It builds in minutes
Answer up to two follow-ups and one question about visual direction, sign off on the plan, and get back to your day. The build runs in the background, typically one to three minutes, and comes out branded, in your voice, with your disclosures in place.
Review, reuse & share
Edit text in place or ask for a focused revision, approve, then download a PDF, present full-screen, or share a secure link. Save it as a template to adapt for the next client.
Questions advisors actually ask
How is this different from using ChatGPT to draft a deliverable?
ChatGPT returns text in a chat window — you still have to rebrand it, reformat it, and redo it for the next client. PREZENTD builds a finished, firm-branded document or slide deck that lives in your workspace as a reusable asset, shaped by your Firm Voice, brand settings, source material, and the Client Profile and Firm Memory that a generic chat session doesn't carry forward.
Why not just buy ChatGPT or Claude for the whole office?
You can — many firms do, and then every advisor prompts their own way and the output is inconsistent. To get a firm-wide deliverable workflow out of generic AI you'd effectively have to build a custom app around it. There's also a data angle: on the consumer tiers most offices buy, client inputs can be retained and used to improve the model unless someone changes the setting. PREZENTD is that workflow out of the box — with zero-data-retention AI routing and no model training on every plan — and on a per-seat basis it's priced below the enterprise tiers of the generic tools.
What source material can I add?
Pasted text and up to 25 files per build, 25 MB each (images 10 MB): TXT, Markdown, VTT and SRT transcripts, CSV, PDF, DOCX, and PNG, JPG, or WEBP images. Scanned PDF pages are transcribed best-effort. PREZENTD extracts usable context from them to shape and write the deliverable, and any value the sources don't support is left for you rather than invented. Spreadsheets should be saved as CSV.
Does PREZENTD build slide decks?
Yes. Choose Slide Deck instead of Document when you start a build and PREZENTD produces a deck with speaker notes, on your brand, with your disclosure slide appended. Slide decks — building, adapting, duplicating, and downloading as PowerPoint — are included on the Pro and Team plans. Documents are on every plan.
Can I download a PDF or PowerPoint?
Yes. After you approve a deliverable, download it as a PDF on every plan or print it. Slide decks also download as PowerPoint on Pro and Team; the text is editable in PowerPoint, over a background that preserves the design. Exports never spend credits. You can also present any deliverable full-screen or, on Pro and Team, share it through a secure link.
Can I edit the deliverable after it is built?
Yes. Click any text and edit it in place, or use the Edit Fields panel — neither calls a model or spends a credit. For formatting or structural changes, ask for a focused revision in review, such as tightening copy or reworking a section; revisions are bounded and count toward the same deliverable's credits only when the work grows large. Every change is tracked, with a full version history and checkpoints you can restore.
Can I build both one-time deliverables and reusable templates?
Yes. Build a one-time deliverable for a specific client moment, or tell the builder up front that you are making a Reusable Template. Any finished deliverable can be saved as a template later, so good work is never lost, and you can build a template before any client is attached.
Does PREZENTD verify the financial facts in my deliverable?
No. PREZENTD builds deliverables from the context and constraints you provide and won't invent missing values, but it does not independently verify financial facts, perform financial calculations, or approve content for compliance. You review and own the final output.
Build a deliverable your firm owns
Start a free 7-day trial, describe your first deliverable, and approve the plan before anything runs. 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 →