Punch above your weight.
PREZENTD is the deliverable workspace for advisors without a back office. Build branded, firm-grade client deliverables in minutes, not afternoons — no staff required to format them.
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“I rebuild the same review deck from scratch every single quarter.”
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“My output looks like everyone else's eMoney export — there's nothing of my firm in it.”
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“I have no time between back-to-back meetings to actually polish a deliverable.”
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“I can't justify hiring a paraplanner just to handle formatting work.”
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“By the time a one-pager looks the way I want, the meeting's already over.”
One person, output that looks like a team built it.
Your deliverables come out carrying your logo, your colors, and your disclosures — pulled from your brand settings, not invented by a model. The brand contract keeps every artifact on-brand, so a solo practice presents like an established firm.
- —Logo, colors, and default disclosures applied from your settings
- —The brand contract overrides model styling preferences
- —Client-ready output without a designer in the loop
Build it once, reuse it for every client.
Turn a deliverable you build today into a reusable template with editable fields. Next quarter you fill it instead of rebuilding it — manually or from a structured upload — so the work you do once keeps paying off across every household.
- —Reusable fields for client name, planning concern, and recommendation framing
- —Fill a template by hand or from a PDF, transcript, or spreadsheet
- —Versions stay linked to each client without starting over
Minutes between meetings, not lost afternoons.
Describe the deliverable you need, drop in your meeting notes or files, and get back to your day — a branded draft is waiting in minutes. Prep that used to eat an afternoon now fits in the gap between two calls.
- —Start from a plain-language description or your own source material
- —Your brand, voice, and disclosures applied automatically
- —Nothing goes out without your review
Works alongside the tools you already run.
PREZENTD sits next to your custodian, CRM, and planning software — it doesn't replace them and doesn't ask you to switch. It's the layer where firm-grade deliverables get built, so the rest of your stack keeps doing what it already does well.
- —No migration off your existing planning and CRM tools
- —Bring in notes, transcripts, PDFs, and spreadsheets as source context
- —Adopt it for the deliverable step, leave everything else in place
Questions advisors actually ask
Do I need staff or technical help to get firm-grade output?
No. PREZENTD is built for the solo advisor working without a paraplanner or designer. You describe the deliverable, and your brand settings apply your logo, colors, and disclosures automatically. The reusable templates mean the formatting work you'd otherwise hire for happens once and then repeats itself.
How fast can I actually turn around a deliverable?
Most deliverables are ready in minutes. Describe what you need or drop in your notes, and the build happens while you move on with your day — then you review, refine, and present. The first one takes the longest; after that, refilling a template is faster still.
Does PREZENTD keep me compliant?
PREZENTD does not approve content for compliance — you and your firm stay responsible for review and for the disclosures you apply. What it does do is give you firm-controlled disclosure settings, encrypt your data in transit and at rest, and never train models on your client information. PREZENTD runs on our parent company's SOC 2 Type II audited platform. Your compliance review still belongs to you.
Will it replace my planning software or CRM?
No. PREZENTD is a deliverable workspace, not a CRM or a financial-planning engine. It works alongside your custodian, CRM, and planning tools — you keep running them and use PREZENTD for the step where branded client deliverables get built and reused.
What happens when I add staff later?
Start on Starter at $149/mo for a single seat, then upgrade when you grow. Pro adds shared seats, a firm-wide template library, and client presentation links. Plan changes prorate automatically, so you only move up when you actually add people.
Get your afternoons back.
Start a 14-day free trial on Starter at $149/mo. Build a branded, reusable deliverable in minutes — no staff, no charge until day 15.
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 →