The manual way works. It just doesn't scale.
Export from your planning software, rebuild in PowerPoint, Word, or Canva, hand-apply the brand, email a PDF. Every firm does it — which is exactly why it eats an afternoon per client.
Here is the honest version: the manual workflow is fine. Export the numbers from eMoney, MoneyGuidePro, or RightCapital, rebuild the story in PowerPoint or Word, apply your colors and logo by hand, and email the PDF. It produces good work, and it is how nearly every firm operates today.
It just doesn't scale past a handful of clients. The afternoon you spend reformatting one review is an afternoon you spend on the next, and the next. Two advisors format the same deliverable two different ways. Last quarter's file becomes this quarter's template — old client names and all.
PREZENTD does not replace your planning software. It replaces the rebuild. The output becomes a branded deliverable your firm owns and refills in minutes, so the afternoon disappears and the brand stops drifting.
| The manual way | PREZENTD | |
|---|---|---|
| Time per deliverable | An afternoon — export, rebuild the layout, re-type the narrative, restyle, export again. | Minutes — describe it or refill a template, review, and present. |
| Consistency | Every advisor formats differently; the firm's work looks like five different firms. | One branded system, so every deliverable looks like it came from the same firm. |
| Reuse | Open last quarter's file, find-and-replace the old client's name, hope you caught them all. | Create a new version from a template — reusable fields, no leftover names from the last client. |
| Branding | Hand-applied logo and colors that drift over time as files get copied and edited. | Applied automatically from firm settings — styling is never up to whoever built the file. |
| Updates | Rebuild the deliverable from scratch, or surgically edit a fragile copied document. | Refill the fields; the deliverable rebuilds from template, values, and brand settings. |
| Sharing | PDF attachments emailed out — no version control, no way to pull one back. | Controlled presentation links: encrypted, time-bound, revocable, stable by snapshot. |
| Your planning tools | eMoney, MoneyGuidePro, RightCapital — the engines that run the numbers. | Keep them. PREZENTD shapes the output layer; it does not replace your planning engine. |
Your planning software is fine. The output layer is what's broken.
eMoney, MoneyGuidePro, and RightCapital are excellent at modeling — that work is not the bottleneck, and PREZENTD does not try to replace it. The bottleneck is everything between a finished projection and a client-ready deliverable: the export, the rebuild in PowerPoint or Canva, the hand-applied brand, the re-typed narrative. PREZENTD owns that layer so your planning stack can stay exactly where it is.
- —PREZENTD is not a planning engine, a CRM, or a custodian — it shapes the deliverable.
- —Bring the numbers and the context; PREZENTD turns them into a branded, owned asset.
A copied file degrades with every reuse. A template library compounds.
The manual habit of starting from last quarter's file means every deliverable carries the previous one's mistakes forward. In PREZENTD, the first build leaves a reusable template behind, and each client becomes a version of it. The library gets more valuable the more you use it — the opposite of a folder full of near-duplicate files no one trusts to copy from.
- —One template, many client versions — refill the fields instead of rebuilding.
- —Versions preserve snapshots, so a shared link stays stable even as the template evolves.
Questions advisors actually ask
Does PREZENTD replace eMoney, MoneyGuidePro, or RightCapital?
No. Those are planning engines, and PREZENTD does not model plans or run projections. PREZENTD works on the output layer — turning the numbers and context you already have into branded, reusable client deliverables. You keep your planning software exactly as it is.
What's actually slow about the manual way?
Not the planning — the rebuild. Exporting from your planning tool, recreating the layout in PowerPoint or Canva, re-typing the narrative, hand-applying your brand, and producing a clean PDF is what turns one client deliverable into an afternoon. PREZENTD compresses that rebuild into minutes.
How does PREZENTD keep branding consistent across advisors?
Branding comes from firm settings — logos, colors, and disclosures are applied automatically on every build rather than hand-set by whoever makes the file. That is what stops the drift you get when five advisors each format their own deliverables.
Can I reuse a deliverable for the next client without copying an old file?
Yes — that is the point of templates. Instead of opening last quarter's file and scrubbing the previous client's details, you create a new version of a template. The reusable fields fill in the new client's specifics, and there are no leftover names to catch.
Is the output something I can hand directly to a client?
Yes. Finished versions can be presented full-screen or shared through encrypted, time-bound, revocable presentation links that are stable by snapshot. You still review and own the final deliverable — PREZENTD does not approve content for compliance.
Get the afternoon back.
Keep your planning software. Replace the rebuild. PREZENTD turns the numbers you already have into branded, reusable deliverables — in minutes, not afternoons.
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