Your expertise. Your voice. Your deliverables.
PREZENTD helps financial planning firms turn their own process and voice into client deliverables that stand apart — not the generic planning printouts clients have learned to skim. Built in minutes from the material you already have, then reused across your whole firm.
Clients have seen a thousand planning printouts. They haven't seen yours.
Every planning tool exports the same charts, the same tables, the same layout — so every firm's advice looks interchangeable. The builder works from your firm's voice, your process, and your framing, and produces deliverables that read like your firm wrote them. That's not cosmetics; it's how your expertise becomes visible to the client.
- —Built around how your firm actually presents advice — not a vendor's template.
- —Your firm voice, brand, and disclosures are applied automatically on every build.
Feed it the meeting notes, the transcript, the spreadsheet — and the deliverable fills itself.
Add a meeting transcript, an intake PDF, a holdings CSV, a whiteboard photo, or pasted notes. The builder uses them to shape and fill the deliverable, so the output reflects this client and this conversation — and the work that used to take an afternoon of copy-paste happens in minutes.
- —Where the source material has no answer, the field is left for you — never invented.
- —Original files aren't retained as stored documents.
Refine it once, then reuse it across your whole firm.
Review the finished deliverable, adjust any field directly, or ask for a focused change — tighten the summary, rework a section. Then save it: what you built for one client becomes a template every advisor in your firm can refill in minutes. You stay in control the whole way — nothing generates without your sign-off, and the build runs while you get back to your day.
- —Build it as a one-off for a single client, or as a reusable template for the whole firm.
- —Each refill starts from your firm's best work — not a blank page.
ChatGPT can draft. It can't do this workflow — unless you build it yourself.
To get firm-branded, reusable, client-ready deliverables out of a generic AI tool, you'd have to keep re-prompting through a mess of chats — or build your own custom app. Advisors are already trying both; Michael Kitces has written about domain experts building their own tools rather than waiting on vendor roadmaps. PREZENTD is that workflow, purpose-built — no code, no prompt wrangling, ready on day one.
- —Firm voice, brand, source intake, reusable templates, and secure sharing in one flow.
- —Per seat, it's priced below the enterprise tiers of generic AI tools — and it's built for this job.
Describe & upload
Tell PREZENTD the deliverable you need and add the material you already have — notes, transcripts, PDFs, spreadsheets, screenshots.
It builds in minutes
Sign off on the plan and get back to your day. The deliverable comes out branded, in your voice, with your disclosures in place.
Review, reuse & share
Refine anything, save it to your firm's library, refill it for the next client, and share it through a secure client-ready link.
Questions advisors actually ask
How is this different from using ChatGPT to draft a deliverable?
ChatGPT returns text in a chat window — you still have to rebrand it, reformat it, and redo it for the next client. PREZENTD builds a structured, firm-branded deliverable that lives in your workspace as a reusable asset, shaped by your firm voice, brand settings, source material, and client context that a generic chat session doesn't carry forward.
Why not just buy ChatGPT or Claude for the whole office?
You can — many firms do, and then every advisor prompts their own way and the output is inconsistent. To get a firm-wide deliverable workflow out of generic AI you'd effectively have to build a custom app around it. PREZENTD is that workflow out of the box, and on a per-seat basis it's priced below the enterprise tiers of the generic tools.
What source material can I add?
Notes and pasted text, meeting transcripts, PDFs, DOCX files, CSVs, Markdown, and images or screenshots. PREZENTD extracts usable context from them to shape and fill the deliverable.
Can I edit the deliverable after it is built?
Yes. You can edit field values directly without an AI run, and you can ask for focused review changes such as tightening copy or reworking a section. Every change is tracked, with checkpoints you can restore.
Can I build both one-off deliverables and reusable templates?
Yes. Build a one-off for a specific client moment, or build a template your whole firm refills — and even a one-off leaves a backing template behind, so good work is never lost. You can also create a template straight from a brief, before any client is attached.
Does PREZENTD verify the financial facts in my deliverable?
No. PREZENTD builds deliverables from the context and constraints you provide and won't invent missing values, but it does not independently verify financial facts or approve content for compliance. You review and own the final output.
Build a deliverable your firm owns
Start a free 14-day trial, describe your first deliverable, and approve the plan before anything runs. No card 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 →