PREZENTD
AutomatedAI-powered financial planning deliverable tool for advisors to generate branded client presentations and reports.
PREZENTD has 3 plans: paid plans from $149/month. We have not recorded a price change.
PREZENTD plans and prices
Starter
monthly$149/mo
- Seats — 1
- Credits / mo — 20
- Extra credits — $2.50
- Meetings, Client Profiles & Firm Memory — never spends credits
- Reusable templates — Duplicate & edit is free
- Firm branding — logo, colors, disclosures
- Multi-input — PDF, screenshot, transcript, CSV
- Revisions & inline edits — included
Show all 10 featuresShow fewer
- Document download — PDF, print
- Email support
Pro
monthly$199/mo
- Seats — 3
- Credits / mo — 50
- Extra credits — $2.50
- Meetings, Client Profiles & Firm Memory — never spends credits
- Reusable templates — Duplicate & edit is free
- Firm branding — logo, colors, disclosures
- Multi-input — PDF, screenshot, transcript, CSV
- Revisions & inline edits — included
Show all 16 featuresShow fewer
- Document download — PDF, print
- Slide decks — build, reuse, download as PowerPoint
- Client presentation links
- Full admin controls
- Firm-wide shared template library
- Shared workspace across seats
- Firm-wide branding policy enforcement
- Priority support
Team
monthly$279/mo
- Seats — 10
- Credits / mo — 80
- Extra credits — $2.50
- Meetings, Client Profiles & Firm Memory — never spends credits
- Reusable templates — Duplicate & edit is free
- Firm branding — logo, colors, disclosures
- Multi-input — PDF, screenshot, transcript, CSV
- Revisions & inline edits — included
Show all 12 featuresShow fewer
- Document download — PDF, print
- Direct private support channel
- Highest seat + credit capacity
- Best per-credit rate on the plan itself
Price history
Last 0 recorded changes
No price changes recorded yet.
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