The most visually stunning advice presentation ever.

Transform your client experience with Advice Designer's digital presentations. Deliver secure, instant access to advice summaries, your SoA, key attachments, and educational videos – all in one visually striking package.

Computer screen displaying a webpage with a dashboard interface. The page includes a scenic background of a person on a cliff overlooking a canyon, a text box labeled "Reasons for seeking advice," and a question about what the user hopes to achieve. Navigation options like back and next buttons are present.
A digital presentation slide from "Grow Wealth" featuring a mountain landscape with a lake. The slide is titled "Advice Presentation" and contains text about financial advice and planning. The interface includes navigation options for dashboard, plans, and clients.

Showcase advice with ease: Documents and videos

  • Embed supporting documents, videos, and fact sheets directly into your advice presentations for instant access.

  • Provide clients with flowcharts, PDSs, and other critical documents, accessible within the strategy and product advice sections

  • Keep everything organized: all supporting resources are neatly consolidated at the end of your presentation for easy client reference.

Manage your own branding and images

Two digital mockups of a financial advice presentation interface, featuring scenic backgrounds of mountains and hot air balloons, with navigation bars at the top and text sections for planning and advice content.

  • Create fully branded presentations with complete control over images and colours tailored to your practice.

  • Choose from three high-quality themes or personalize with your own imagery to reflect your unique style.

  • Consistent branding across both digital presentations and printed advice documents ensures a cohesive experience. Your marketing team will be happy!

Advice Presentations that your clients deserve

Digital interface screenshots of a software platform featuring a dashboard with sections for plans and clients. The main content highlights sections labeled 'Reasons for seeking advice' and 'Commence a Home Care Package' with images of landscapes, and navigational buttons labeled 'Back,' 'Next,' and 'Close.'

  • Digital advice presentation is created seamlessly alongside the advice document.

  • Securely share the advice presentation and supporting documents with clients using a secure link and single-use login.

  • Integrate with your client portal.

Interactive financial charts and tables

Financial software interface displaying a colorful bar chart for regular income analysis, with tabs such as current position, proposed position, tax summary, cashflow, and assumptions. The chart shows income data with various colored bars and a line graph trend.

  • Visualise financial scenarios effortlessly with Xtools+ projections.

  • Easily present branded, interactive charts and tables for your clients to explore and understand.

  • Customise every detail: choose which charts to display, their order, and how they're grouped within your presentation.

Interactive Walkthrough

Give the Advice Presentation a try