Simple, flat pricing. Start today.

Three plans, billed monthly or annually. Your 14-day trial starts the moment you sign up — build your first branded deliverable before you're charged.

14 days free · Cancel anytime · No long-term contract

Billed monthly — switch to annual any time

Starter

For the solo advisor who bills by the hour and wants to stop rebuilding deliverables.

$149/ mo

Billed monthly

1

Seats

20

Deliverables / mo

$3.00

Overage

  • Unlimited template reuse
  • Firm branding — logo, colors
  • Multi-input (PDF, screenshot, transcript, Excel)
  • Unlimited AI chat revisions
  • Deliverable export
  • Email support

Pro

For small firms and growing practices. Most advisors land here — and stay.

$199/ mo

Billed monthly

3

Seats

50

Deliverables / mo

$2.50

Overage

  • Everything in Starter, plus —
  • Client presentation links
  • Full admin controls
  • Firm-wide shared template library
  • Shared workspace across seats
  • Firm-wide branding policy enforcement
  • Priority support
  • Lower overage rate ($2.50)

Team

For established firms with multiple advisors and higher throughput.

$279/ mo

Billed monthly

10

Seats

120

Deliverables / mo

$2.00

Overage

  • Everything in Pro, plus —
  • Direct private support channel
  • Best overage rate ($2.00)
  • Higher seat + deliverable capacity

14-day free trial

Cancel any time during the trial. No charge until day 15.

Your data, your IP

We never train models on your client information.

Audited platform, SEC-aware

Built on a SOC 2 Type II audited platform, encrypted, and built for the regulatory reality of advice.

From four hours per client review — to four minutes.

Without PREZENTD

4h

Per deliverable

  • ×Export data from MoneyGuidePro, RightCapital, or eMoney
  • ×Pull additional numbers into Excel for what doesn't fit
  • ×Hack it all together in Google Slides or Word
  • ×Manually apply firm branding — every single time
  • ×Re-check numbers after every edit
  • ×Repeat from scratch for the next client

With PREZENTD

4m

Per deliverable

  • ✓Build the deliverable you actually want — reusable or one-off
  • ✓Drop in your notes, transcripts, PDFs, or Excel exports
  • ✓AI generates a branded deliverable in seconds
  • ✓Chat-revise any section — tone, detail, structure
  • ✓Export, share, and approve in one click
  • ✓Next client — start from a reusable template

Questions advisors ask before signing up.

Your firm, in every deliverable.

Your 14-day trial unlocks your workspace instantly. Pick a plan, add a card, and build your first branded deliverable today.

Start Free Trial →

No credit card charge until day 15 · Cancel anytime · Built for advisory & planning firms