Upload your Statement of Advice PDF. AdvisePreS uses AI to extract goals, strategies, and projections, then builds a polished, slide-ready presentation in under a minute.
Statement of Advice
Sarah & Michael Johnson
Client Goals
Strategies
Projection: Base Case
Features
AdvisePreS is purpose-built for financial advisers. No generic templates, no manual data entry.
Drop in any Statement of Advice PDF. Our AI extracts client goals, strategies, investments, insurance, and estate planning automatically.
Every parsed SOA becomes a clean, client-ready presentation: goals, strategies, projections, and investments, all beautifully laid out.
Import projection PDFs from Xplan or CALM. AdvisePreS parses multiple scenarios and renders interactive projection charts alongside your SOA.
Customise the slide order before presenting. Toggle sections on or off to tailor the deck to each client meeting.
Your client data never leaves your session. No cloud storage, no third-party data brokers. AdvisePreS processes everything in-memory.
Present directly from the browser. Arrow key navigation, fullscreen support, and a clean slide-by-slide layout. No PowerPoint needed.
How it works
Drop in your Statement of Advice PDF. Optionally add projection files from Xplan or CALM for richer scenario modelling.
AdvisePreS's AI reads the document and extracts client goals, strategies, investments, insurance, and estate planning into structured slides.
Hit "Start Presentation" and walk your client through a professional, branded slide deck right from your browser.
Pricing
Start free. Upgrade when you're ready.
Free
$0
No credit card required
Pro
$49/mo
Per adviser, billed monthly
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