Turn your SOA into a client presentation
Upload your Statement of Advice PDF. AdvicePres reads it, pulls out goals, strategies, and projections, and builds a slide-by-slide presentation. Usually done in under a minute.
Statement of Advice
Sarah & Michael Johnson
Client Goals
Strategies
Projection: Base Case
Everything you need,
nothing you don't
Made for financial advisers. Reads the SOA as-is. No templates, no manual data entry.
AI-powered SOA parsing
Drop in any Statement of Advice PDF. Our AI extracts client goals, strategies, investments, insurance, and estate planning automatically.
Professional slide decks
Every parsed SOA becomes a slide-by-slide presentation: goals, strategies, projections, and investments, each on its own card.
Xplan & CALM projections
Import projection PDFs from Xplan or CALM. AdvicePres parses multiple scenarios and renders interactive projection charts alongside your SOA.
Drag-to-reorder editor
Customise the slide order before presenting. Toggle sections on or off to tailor the deck to each client meeting.
Secure & private
Your client data never leaves your session. No cloud storage, no third-party data brokers. AdvicePres processes everything in-memory.
Fullscreen presentation mode
Present directly from the browser. Arrow key navigation, fullscreen support, and a clean slide-by-slide layout. No PowerPoint needed.
Upload, parse, present
Upload your SOA
Drop in your Statement of Advice PDF. Optionally add projection files from Xplan or CALM for richer scenario modelling.
AI parses it in seconds
AdvicePres reads the document and extracts client goals, strategies, investments, insurance, and estate planning into structured slides.
Present to your client
Hit Start Presentation and walk through the deck from your browser. No PowerPoint, no exports.
Simple, transparent pricing
Start free. Upgrade when you're ready.
Free
$0
No credit card required
- 5 presentations/month
- AI SOA parsing
- PDF projections
- Slide editor
Pro
$49/mo
Per adviser, billed monthly
- Unlimited presentations
- Priority AI processing
- Custom branding
- Team sharing
- Export to PDF/PPTX
- Priority support
See how it handles your next SOA
Drop in a real SOA and see what comes out. Advisers use it right before client meetings.
Launch the app for free