A software subscription, not a platform migration.
AI-native wealth platforms are genuinely impressive. They are also a practice-changing decision — full value typically means moving your book onto their platform. PREZENTD delivers full value on the custodian, CRM, and planning stack you already use.
A wave of AI-native wealth platforms — Savvy Wealth, WayVest, and Hazel among them — has raised the bar for what software can do for advisors. The tooling is real and the ambition is real, and for the right firm the model makes sense.
It is worth being precise about the trade-off, though. These platforms generally couple their AI tooling to their own custodian or platform relationship, so unlocking the full product typically means moving your book onto their platform. That is a defensible, even compelling model — but it is a practice-changing decision, not a software purchase.
PREZENTD is the other shape. Full product value runs on your existing custodian, CRM, and planning stack. It is a software subscription you can start today and cancel anytime — the deliverable workspace layer of the practice you already run, not a new home for your book.
| Custodian-locked AI platforms | PREZENTD | |
|---|---|---|
| What you must change | Typically your custodian or platform — full value generally lives behind their relationship. | Nothing. PREZENTD runs on the custodian, CRM, and planning tools you already use. |
| Commitment | Moving your book — a practice-level decision, not a trial you back out of next week. | A 14-day free trial and monthly billing. Start today, decide as you go. |
| Time to value | A migration timeline — onboarding, re-papering, and transition before the tooling pays off. | Your first branded deliverable today, on the stack you already run. |
| Scope | A full-stack platform meant to become where your practice operates. | The deliverable layer of your existing stack — focused, not all-encompassing. |
| Independence | Tooling tied to their brand and platform relationship. | Your firm's brand and your IP — the deliverables and templates are yours. |
| Security posture | Varies by platform — worth asking each one about AI data handling and model-training posture. | Published and verifiable: built on a SOC 2 Type II audited platform, no model training on your data, public Trust Center. |
| Exit cost | Re-papering and unwinding a platform relationship if you leave. | Export your work and cancel. No book to move back. |
No custodian switch required. That's the whole point.
PREZENTD never asks where you custody, because it does not need to know. It works on the output layer of your practice — turning your context and your numbers into branded, owned deliverables — regardless of who holds the assets. That makes adopting it a low-stakes software decision: you can trial it alongside your current stack, keep your custodian, CRM, and planning tools, and walk away with your templates if it is not for you.
- —Full product value with your existing custodian, CRM, and planning software.
- —Monthly billing and a 14-day trial — no migration timeline, no re-papering.
What PREZENTD deliberately does not do — said plainly, so you can trust what it does.
PREZENTD is not a custodian, not a CRM, and not a planning engine. It does not hold assets, manage your client relationships, or model financial plans. Pretending otherwise would only make it harder to fit into your practice. It owns one job well — the deliverable workspace where your firm builds, brands, reuses, and shares client-ready output — and leaves the rest of your stack alone.
- —Not a custodian: PREZENTD does not custody assets or change where your book lives.
- —Not a CRM or planning engine: keep your client system and planning software as they are.
Questions advisors actually ask
Do I have to leave my custodian to use PREZENTD?
No. PREZENTD works regardless of which custodian you use. It operates on the deliverable output layer of your practice, not the custody of your assets, so you keep your existing custodian, CRM, and planning tools and adopt PREZENTD as a software subscription alongside them.
Is PREZENTD a Savvy Wealth, WayVest, or Hazel alternative?
Honestly, it is a different category. Those are platforms — they generally pair their AI tooling with their own custodian or platform relationship, so the full product typically involves moving your book onto their platform. PREZENTD is the deliverable workspace layer; you can use it wherever you custody, without changing your platform. For some firms a platform is the right move; for firms that want to keep their current stack, PREZENTD fits without the migration.
What does it cost to leave PREZENTD?
Very little by design. Because there is no book to move and no platform relationship to unwind, you export your work and cancel. Billing is monthly and there is no long-term contract, so the exit cost is closer to ending a software subscription than re-papering a practice.
How fast can I get value from PREZENTD compared to a platform?
You can build your first branded deliverable today on the stack you already run, with no onboarding migration in between. Adopting a full platform typically means an onboarding and transition timeline before the tooling pays off, because value is coupled to moving onto the platform.
How does PREZENTD's security compare to the AI wealth platforms?
We can only speak for ourselves — and we publish it: built on a SOC 2 Type II audited platform, no model training on customer content, zero-data-retention AI routing, encryption in transit and at rest, and a public Trust Center you can review before you commit. Whatever tool you evaluate for this workflow, ask the same questions and compare the answers.
What does PREZENTD deliberately not try to be?
PREZENTD is not a custodian, not a CRM, and not a planning engine. It does not hold assets, run your client relationships, or model plans. It focuses on one layer — building, branding, reusing, and securely sharing client deliverables — and leaves the rest of your stack in place.
Keep your stack. Add the deliverable layer.
No custodian switch, no migration timeline. Start your first branded deliverable today on the stack you already run — and cancel anytime.
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 →