Client deliverables worthy of your firm — in minutes, not days.
PREZENTD turns your firm's process into branded, compliance-ready deliverables that sound like your firm and know your client — built in minutes, and yours to reuse across the whole team.
14-day free trial · No charge until day 15
✓Assembled in seconds·Branded & compliant·Yours to reuse
Informed deliverables. Not generic ones.
No blank page, no prompt-wrangling. PREZENTD already carries your firm's context — so what comes out is genuinely yours, not the generic guess a cold AI chat hands back.
Bring what you have
Describe the deliverable you need, or hand it your raw material — meeting notes, transcripts, spreadsheets, PDFs. Your expertise is the input.
Answer a question or two
It drafts from your process and your client's context — not a stock template. Review the follow-ups, approve, and it builds.
Get something client-ready
Minutes later: a polished, on-brand deliverable with your disclosures already in place. Tighten anything in review, then reuse it for the next client.
Your process becomes an asset your firm owns.
Every deliverable you build is yours — branded, on-process, and reusable across your whole team. Not a generic export. Not a chat you lose tomorrow.
Build once
Your templates, frameworks, and planning methodology become working assets — not documents lost in a shared drive.
Reuse everywhere
Every advisor pulls from the same library. The next client's deliverable starts from your firm's best work, not a blank page.
It compounds
The more you use it, the more context it holds about your firm and your clients — so every new deliverable starts sharper than the last.
Generic AI starts from zero every chat. Your workspace never does.
Build anything your clients — or your team — see: Financial plans · Annual review one-pagers · Proposals & recommendations · Tax scenario summaries · Investment summaries · Internal money maps.
Illustrative — if it's part of your process, it belongs here.
The reason not to run client work through a chatbot.
Built for client data and for compliance from the ground up — the footing a general-purpose AI tool simply doesn't give you.
Enterprise footing, by default
Data processing agreements, zero data retention, and a SOC 2 Type II audited platform come standard — not the consumer tier you're stuck with in a general ChatGPT or Claude session. Details →
Disclosures that can't be forgotten
Every deliverable carries your disclosure placeholders — per-deliverable and a global firm disclosure, editable without re-prompting an agent. Nothing goes out unprotected.
Review and approval, tracked
Nothing reaches a client until an advisor approves it. A revision trail shows who built what — and what changed.
Secure client links
Share through a no-login link that's encrypted, time-bound, and revocable — a high-end presentation for the client, on your terms. Details →
No model training on your content · Source files aren't retained as originals · Keep your stack, nothing to migrate · Full security overview →
Simple, flat pricing. Start today.
Three plans, billed monthly. Your 14-day trial starts the moment you sign up — build your first deliverable before you're charged.
Make every deliverable unmistakably yours.
Bring your process, answer a few questions, and watch a client-ready deliverable appear — branded, compliant, and yours to reuse across the firm. Your 14-day trial unlocks your workspace instantly.
14-day free trial · No charge until day 15 · Cancel anytime
Built on a SOC 2 Type II audited platform · No model training on your data · Security →