Templates your firm owns
The work your firm repeats — annual reviews, proposals, planning summaries — becomes a library of branded templates built around your process. Standardize your best work without flattening it into a rigid form, and let every advisor start from it.
Build your annual review once. Personalize it for every household in seconds.
A template captures your firm's best version of a deliverable — the structure, the styling, and the fields that change per client: the name, the planning concern, the recommendation framing. Anyone on your team can pull it from the library and spin up a personalized version for the next household without rebuilding a thing.
- —The structure stays consistent; the content stays personal to each client.
- —Preview any template before you fill it, so you know exactly what goes out.
A pre-retiree review shouldn't read like a business-owner proposal — and it won't.
Each template carries the audience knowledge it was built for: the concerns, the objections, the language that lands with that segment. Every version you fill stays strategically on-target for the people it's written for, without you reconfiguring anything each time.
- —Audience guidance travels with the template and stays editable as you learn.
- —Every version speaks to the segment it serves, automatically.
Refill it for the next client by dropping in their file.
Quarterly reviews built from a holdings export. Proposals built from an intake form. When a template was born from recurring material, the next client's version is one upload away — PREZENTD reads the new file and fills the fields. No manual re-entry, no rebuild, no afternoon lost.
- —Fill fields by hand or let an upload do it — your choice per version.
- —Anything the file doesn't answer is left for you, never invented.
What a client saw last quarter stays exactly what they saw.
Keep improving your templates without worrying about what's already in clients' hands — every version a client received stays fixed at what you presented, even as the template behind it evolves. Your shared links stay stable, and your history stays honest.
- —Improve a template anytime; nothing you already shared changes.
- —Full history of how your firm's deliverables evolved.
Questions advisors actually ask
How is a template different from a version?
A template is the reusable structure — the styling, the fields, and the audience guidance. A version is a filled instance of that template, usually tied to a specific client or meeting. One template can back many versions.
Will updating a template change deliverables I already shared?
No. Each version preserves its own snapshot, so editing or improving the underlying template later does not alter versions you have already filled or shared. Links you sent stay exactly as the recipient first saw them.
Can my whole team use the same templates?
Yes. Templates live in your firm's workspace where team members can search the library, inspect a template's fields, preview specimen output, and create new versions. Usage is counted per organization, not per seat.
Can I fill a template by uploading a file?
Yes. Templates support both manual filling and upload-driven extraction. Upload a fresh source file and PREZENTD maps it to the template's fields to produce a new version, without regenerating the entire deliverable. Fields with no supporting evidence are left for you rather than invented.
How does a template stay personal instead of becoming a static form?
Templates have named reusable fields — client name, planning concern, recommendation, and so on. Each new version fills those fields with that client's values, so the structure stays consistent while the content stays personal.
Start your firm's template library
Try PREZENTD free for 14 days and turn the deliverables you repeat into reusable, branded templates. No card until day 15.
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