Working with financial advisors, I kept seeing the same problem: great advice was being delivered through generic reports, notes, and software outputs that didn't fully reflect the firm's process or the client's unique situation. Most financial plans touch investments, taxes, retirement income, estate planning, insurance, and more. Advisors were spending hours trying to piece together custom deliverables, or experimenting with tools like Claude and ChatGPT to create them manually. The results were often inconsistent, difficult to reuse, and raised concerns around workflow, security, and scalability. As we built Prezentd, our thinking evolved from simply helping advisors generate deliverables to helping firms create repeatable, branded, client-specific experiences. The goal became making it easy to produce materials that sound like your firm, align with your planning philosophy, and can be reused across the team. One of the most rewarding parts of the process has been seeing the creative ways advisors use it. From personalized planning presentations to interactive scenario models and client education materials that would have taken hours to build manually. We're still early, but we're excited to finally put it in front of more advisors and hear what you think.

PREZENTD -Financial Planner Deliverables

Turn your financial advice into stunning client deliverables

Turn your financial advice into stunning client deliverables