PREZENTD is built on the CW Frontier Innovations platform, which maintains SOC 2 Type II compliance. Customer content is protected through audited platform-level controls — encrypted infrastructure, tenant isolation, AI gateway guardrails, and firm-controlled disclosure workflows.
Our Trust Center gives customers and diligence teams access to current security documentation, vendor information, compliance materials, and uptime resources. Our platform infrastructure and security operations have completed a SOC 2 Type II audit, and PREZENTD is governed by these same audited security and privacy controls — with real-time monitoring provided by Vanta.
Customer-content AI requests are routed through ZDR-only provider settings. We configure our AI gateway to use model endpoints that do not retain customer prompts or responses for training.
Before customer content is routed to model providers, PREZENTD applies configured AI gateway guardrails, including ZDR-only routing, prompt-injection detection, and redaction for common sensitive-data patterns such as Social Security numbers, credit card numbers, and IP addresses.
Uploaded source files are used to generate the requested deliverable and are not retained as original files. PREZENTD keeps the deliverables, templates, disclosures, and workspace history your team chooses to create so you can reuse, review, and share your work.
Customer data is protected with encryption in transit and at rest across PREZENTD's production infrastructure and managed storage providers.
Public client-share links use encrypted, time-bound tokens, can be revoked or rotated, and are served with no-cache and no-index protections.
PREZENTD uses authenticated workspaces, organization-scoped access controls, and database-level tenant isolation to keep each firm's data separated.
Advisors can share finished deliverables through read-only presentation links without requiring a client account. Links are encrypted, time-bound, revocable, and designed not to expose internal workspace identifiers.
Presentation links are served with no-cache, no-index, and no-referrer protections so shared pages do not behave like public web content.
PREZENTD supports firm compliance workflows with reusable disclosures, versioned deliverables, timestamps, user attribution, and controlled sharing. Your firm remains responsible for review, approval, supervision, and recordkeeping under its own policies.
Firms can set default disclosures and apply template- or deliverable-specific disclosures. Disclosure text renders with previews, shared presentation links, print, and export-ready deliverables.
Our SOC 2 Type II report and System Description are available in our Trust Center to support your firm's internal diligence process.
PREZENTD monitors AI workflow reliability, cost, status, latency, token usage, and error categories without relying on raw prompt dumps or model chain-of-thought. Operational logs are designed to support reliability and troubleshooting while minimizing sensitive content exposure.
Start your 14-day trial and run PREZENTD through your firm's review process. We'll meet your compliance team where they are.
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