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.
Billed monthly
1
Seats
20
Deliverables / mo
$3.00
Overage
Pro
For small firms and growing practices. Most advisors land here — and stay.
Billed monthly
3
Seats
50
Deliverables / mo
$2.50
Overage
Team
For established firms with multiple advisors and higher throughput.
Billed monthly
10
Seats
120
Deliverables / mo
$2.00
Overage
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.
Without PREZENTD
4h
Per deliverable
With PREZENTD
4m
Per deliverable
Your 14-day trial unlocks your workspace instantly. Pick a plan, add a card, and build your first branded deliverable today.
No credit card charge until day 15 · Cancel anytime · Built for advisory & planning firms