Presentation Automation for Financial Services
Personalized financial plans in minutes not hours
Financial advisors spend 10+ hours weekly building portfolio reviews and investment proposals. AutoScaled generates personalized client presentations from your portfolio data so you can focus on advising.
Fam. {{name}}
{{proposal date}}Estate
Planning
ASSETS OVERVIEW
Real Estate
- {{property 1}}
Investments
- {{investment 1}}
- {{investment 2}}
Cash
- {{current}}
- {{savings}}
Pension
- {{pension fund}}
{{total value}}
Trusted by more than 500 industry experts
Financial Services Challenges
Hours per client review built
Every client needs custom portfolio reviews and financial plans. Manually rebuilding them from portfolio data wastes advising time.
Growth requires more headcount
More clients means hiring advisors to build reviews and reports. Manual processes don't scale, service quality suffers.
Slow proposals lose clients
Investment proposals need custom strategies, projections, and risk analysis. Building them from scratch delays responses.
The
AutoScaledsolution
Set up once, run forever
Connect
Use data from your spreadsheets or CRM
Automate financial and tax contentwith
Create your template once. We'll fill it automatically, every time.
Fam. {{name}}
{{proposal date}}Estate
Planning
ASSETS OVERVIEW
Real Estate
- {{property 1}}
Investments
- {{investment 1}}
- {{investment 2}}
Cash
- {{current}}
- {{savings}}
Pension
- {{pension fund}}
{{total value}}
Start your 14-day Pro Trial • 5 min setup
No credit card requiredStart your 14-day Pro trial today • 5 min setup • No credit card required • Cancel anytime
How advisors automate client reviews
Build compliant, personalized client reviews in minutes instead of hours
Financial planning deliverables
Create comprehensive financial plan presentations with retirement projections, tax strategies, estate planning recommendations, and action items based on client data from planning software.
Financial planning deliverables
Create comprehensive financial plan presentations with retirement projections, tax strategies, estate planning recommendations, and action items based on client data from planning software.
Client portfolio reviews
Generate personalized portfolio review presentations with current holdings, performance vs benchmarks, asset allocation, risk assessment, and recommendations synced from your portfolio management system.
Investment proposal presentations
Build customized investment opportunity decks with strategy overview, risk profile, expected returns, fee structure, and suitability analysis based on client goals and risk tolerance.
Annual tax strategy reports
Generate year-end tax planning presentations showing projected tax liability, optimization strategies, contribution recommendations, and action timeline based on client account data.
Security & compliance for financial services
Keep your data where it belongs: in your systems. AutoScaled automates presentations with zero storage, secure authentication, scoped access, and encrypted processing.
Automate
financial planning deliverables
on your own terms
Run workflows instantly, trigger them when data changes, or schedule automatic generation. Then share externally, track, and reuse across your team.Run workflows instantly, trigger them when data changes, or schedule automatic generation.Then share externally, track, and reuse across your team.
Automatically run when your data changes in your Spreadsheet
e.g., When portfolio data or client list updates
Trigger presentations
Trigger conditions
Set up recurring schedules for presentation generation
e.g., One month before April for tax statements
Schedule generation
Share content directly and track engagement metrics
e.g., Share portfolio review with client, track views
Share and measure content
People with access
1 invitedInfinite financial presentations from one template
Design presentations with your own branding and layout.
Add {{placeholders}} where you want data to appear.
Fam.
Estate
Planning
ASSETS OVERVIEW
Real Estate
Investments
Cash
Pension
Save 10+ hours per week on client presentations
Advisors spend hours pulling portfolio data into slides for every client meeting.
AutoScaled does it in seconds, automatically.
Days per client review built
Portfolio data fills decks
More meetings, same standards
Reviews built at quarter end
Reviews auto-run each quarter
Proactive guidance, on time
Same review for every client
Review built per client goals
More plans, stronger retention
What our users say
What our users say
Trusted by teams who value their time, turning hours of work into minutes
"Generating decks within minutes just from Excel... exactly what I was looking for."
"I used to dread the tedious, mind-numbing cut and paste. This has been a lifesaver."
"The support team worked diligently on a solution. Faster and more reliable."
"It works exactly as described. Seeing the data populate the slides is a massive win."
"Handles high volume data in my own templates. Better than other tools I've tried."
"Intuitive mapping. Had my first batch done in under an hour despite my initial worries."
No hidden costs or forced demos
Usage-based pricing that grows with you. Start free today.
Per user/month, billed annually
- Unlimited seats
- 500 presentations/month
- Priority support
Billed annually
- Unlimited seats
- Unlimited presentations
- Dedicated account manager
Solo advisor
up to 50 reviews/month
Free plan
Automate portfolio reviews and financial plans at no cost and free up advising time
Small practice
3-25 advisors, ~200 reviews/month/user
Pro plan
500 reviews/month with unlimited advisors, scheduled generation, and compliance controls
Large firm
25+ advisors, 1,000+ reviews/month
Enterprise
Unlimited reviews with dedicated account manager, SSO, and custom SLA
Frequently Asked Questions
What advisors ask before automating client reviews
Free up time to give better financial advice
Save 10+ hours weekly. Increase touchpoints without extra overhead.
Automate your content
Autoscale your business
Start your 14-day Pro trial today • 5 min setupNo credit card required • Cancel anytime