PREZENTD

PREZENTD is an AI tool for RIAs and independent advisors that produces client-facing documents and slide decks, such as proposals, annual review one-pagers and plan presentations, in the firm's own branding and voice. It positions itself as an output layer over planning software, the CRM and custodian data rather than a replacement for them.

Advisors describe the deliverable they want and supply raw material such as meeting notes, transcripts, PDFs, screenshots or CSV exports from eMoney, MoneyGuidePro or RightCapital; the builder drafts the document for advisor review. Logged meetings produce a meeting report scored against the firm's sales process and a client profile that feeds later work. Firms can save templates, enforce brand and disclosure settings, share deliverables through revocable links and export to PDF or PowerPoint. The company says it does not train models on client data.

PREZENTD launched in 2026 and is run by CW Frontier Innovations LLC, founded by Caleb Wallace. Plans cost $189, $279 or $399 per month by seats and credits, with a 7-day free trial.