PREZENTD uses AI to help you create custom, client-ready deliverables — financial plans, tax scenario models, investment summaries, review sheets, and more — all branded to your firm instantly.
Built for advisors who want flexibility without having to build software.
0
SEC-Registered RIA Firms
$0B
Financial Planning Software Market (2025)
0%
Of Advisors Report AI Benefits
eMoney, MoneyGuidePro, and RightCapital are great at what they do — but they weren't built to match how your firm actually presents advice. Most advisors end up doing the same thing:
It works — but it doesn't scale.
0
Firms. Same Templates. Same Fonts. Same Layout.
Your planning process is unique to your firm — but the output never reflects it. You export a generic PDF, rebuild it in Word or PowerPoint, and the end result still doesn't match how you actually think about a client's situation. Your advice doesn't stand out because your outputs don't stand out.
Advisors across the industry are spending their own time hacking together custom deliverables with AI tools — because the purpose-built alternative doesn't exist yet. We're building it.
“The idea that domain experts can now build their own tools instead of waiting on a vendor roadmap is a big shift.”
PREZENTD gives you a flexible system to create the exact client-facing outputs your firm uses — without starting from scratch every time. Use AI to structure, generate, and format your deliverables so they reflect how you actually work.
Create Exactly What Your Firm Already Uses
“Your process. Your brand. Your deliverables — created instantly.”
Compliance
Confidential client data in environments with no SOC 2 compliance and no audit trail. For a regulated entity, that's a liability.
Maintenance
DIY tools break. No support ticket, no SLA. You're the developer, the designer, and the help desk.
Scalability
What works for one advisor can't be deployed across a team with governance, permissions, and branding controls.
The advisors building their own tools today are the early adopters. PREZENTD is the finished version they're waiting for.
You don't need to learn complex tools or build full applications. PREZENTD gives you the flexibility to customize your deliverables — without turning your workflow into a technical project.
Your process is your differentiation — your deliverables should reflect it.
Custom Word docs, slides from scratch every time. You know what you want — you just need a faster way.
It works on your machine. But you can’t hand it to a junior advisor or deploy it firm-wide.
0%
Of Advisors Say Client Materials Impact Retention
Your deliverables are your brand. The firms that invest in how they present win the clients that stay.
Founding firms get priority onboarding and locked-in launch pricing — meaningfully below what we'll offer when we open broadly.