The industry’s most comprehensive presentation tool for the Financial Services Office
Save time and streamline your process with customizable, predefined bundles that make deal planning quick and efficient.
Key Features
Customizable Presentations
Create dynamic and customized presentations in under 2 minutes, effortlessly adjusting product offerings on the fly. Streamlining the process and enriching the customer experience.
Real-Time Remote Capabilities
Meet clients on their terms with remote capabilities that allow for a rich virtual presentation on the customer’s device.
Automatic Compliance and Disclosure
Foster trust through transparency and avoid mistakes with built-in compliance and disclosure features.
Support and Training
Receive best-in-class training from Canada’s largest team of Financial Services professionals.
