Portfolio
Financial Services
Automate Investment Proposals and Portfolio Decks
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.
FileEditViewInsertFormatSlide
Fam. {{name}}
{{proposal date}}Estate
Planning
ASSETS OVERVIEW
Real Estate
- {{property 1}}
Investments
- {{investment 1}}
- {{investment 2}}
Cash
- {{current}}
- {{savings}}
Pension
- {{pension fund}}
{{graph}}
{{total value}}
Trusted by more than 500 industry experts
4.8 rating
15K+ presentations generated
Financial Services Challenges
Customers expect timely proposals, tailored plans and error-free portfolio reviews
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
Instant delivery
Smart personalization
One template, many outputs
Always up to date
Set up once, run forever
Connect
Use data from your spreadsheets or CRM
Automate financial and tax contentwith
Create your template once in PowerPoint or Google Slides.
We'll fill it automatically from your data, every time.
FileEditViewInsertFormatSlide
Fam. {{name}}
{{proposal date}}Estate
Planning
ASSETS OVERVIEW
Real Estate
- {{property 1}}
Investments
- {{investment 1}}
- {{investment 2}}
Cash
- {{current}}
- {{savings}}
Pension
- {{pension fund}}
{{graph}}
{{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
Yes. AutoScaled is built for non-technical teams.
Simply let our AI agent know what to generate, upload your PowerPoint or Google Slides template and tell us when to generate.
A simple UI - no coding required. Average setup time: 5 minutes.
How advisors automate financial proposals
Build compliant, personalized financial presentations in minutes instead of hours.
See end-to-end financial services content automation use cases with AutoScaled AI.
Faster plan completionFaster plan completion
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.
FileEditViewInsertFormatSlide
Fam. {{name}}
{{proposal date}}Estate
Planning
ASSETS OVERVIEW
Real Estate
- {{property 1}}
Investments
- {{investment 1}}
- {{investment 2}}
Cash
- {{current}}
- {{savings}}
Pension
- {{pension fund}}
{{graph}}
{{total value}}
More client meetingsMore client meetings
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.
FileEditViewInsertFormatSlide
{{name}}
{{analysis date}}
Portfolio Review
Your portfolio
Benchmark 1
Benchmark 2
Various stocks
S&P500
Bitcoin
Client confidence increaseClient confidence increase
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.
FileEditViewInsertFormatSlide
{{name}}
{{proposal date}}{{image}}
{{portfolio type}}
| Company | Ticker | Current Price | Amount to invest |
|---|---|---|---|
| {{company 1}} | {{ticker 1}} | {{price 1}} | {{amount 1}} |
| {{company 2}} | {{ticker 2}} | {{price 2}} | {{amount 2}} |
| {{company 3}} | {{ticker 3}} | {{price 3}} | {{amount 3}} |
| {{company 4}} | {{ticker 4}} | {{price 4}} | {{amount 4}} |
| {{company 5}} | {{ticker 5}} | {{price 5}} | {{amount 5}} |
The risk level of this portfolio is: {{risk}}
Retention through planningRetention through planning
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.
FileEditViewInsertFormatSlide
{{name}}
{{tax date}}Tax review
TAX REPORT
Income Tax
- Income: {{income}}
- Tax rate: {{in_rate}}
- Total tax: {{income tax}}
Capital gain tax
- Gains: {{gains}}
- Tax rate: {{ca_rate}}
- Total tax: {{capital tax}}
Deductibles
- {{deductible 1}}
NEXT STEPS
{{step 1}}
{{step 2}}
{{step 3}}
{{step 4}}
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.
Ensure your use of AutoScaled for client materials meets your firm’s compliance and disclosure requirements. We recommend reviewing templates and data mapping with your compliance team. Compliance is your responsibility. We discourage using sensitive data without talking to our team.
CCPA
AWS
GDPR
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
Deal stage
Equals
Proposal
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 invitedSave presentation workflows to use them again later
e.g., "Quarterly portfolio review workflow"
Reuse workflows
Organize and manage your presentations in one place
e.g., Find and share any client report
Manage content
Tax Summary
Year-endYear-end
Proposal
PlanInvestment Plan
Infinite financial presentations from one template
Design presentations with your own branding and layout.
Add {{placeholders}} where you want data to appear.
No design constraints
Works with your software
Reuse across workflows
FileEditViewInsertFormatSlide
Fam.
Estate
Planning
ASSETS OVERVIEW
Real Estate
Investments
Cash
Pension
graph
Your current PowerPoint and Google Slides templates on Google Drive work with AutoScaled. Add placeholders where you want data to appear in your template. AutoScaled automatically maps your CRM data to the placeholders. You can reuse the template infinitely. No redesign of your layout or branding required.
Save 10+ hours per week on client presentations
Advisors spend hours pulling portfolio data into slides for every client meeting.
AutoScaled AI personalizes your finance and tax materials in seconds.
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 sales teams say after automating decks
Less time rebuilding slides. More time closing deals.
Account ExecutiveB2B SaaS company, ~180 employeesSales pitch decks
“It works exactly as described. Seeing the data populate the slides is a massive win.”
MarketerMarketing agency, ~45 employeesCampaign reports
“Generating decks within minutes just from a prompt... exactly what I was looking for.”
OperationsSeries B SaaS, ~220 employeesBusiness reviews
“I used to dread the tedious, mind-numbing cut and paste. This has been a lifesaver.”
Business LeadProfessional services firm, ~90 employeesClient proposals
“The support team worked diligently on a solution. Faster and more reliable.”
Data AnalystMid-market software, ~350 employeesBulk deck generation
“Handles high volume data in my own templates. Better than other tools I've tried.”
Agency OwnerDigital agency, ~60 employeesClient proposals
“Intuitive process. Had my first batch done in under 10 minutes despite my initial worries.”
No hidden costs or forced demos
Usage-based pricing that grows with you. Start free today.
Most popular
Most popularPro
For growing organizations
$49/user
Per user/month, billed annually
- Unlimited seats
- 500 presentations/month
- Priority support
Enterprise
For large organizations
Custom
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 financial proposals and tax reviews
AutoScaled is end-to-end presentation automation, management and sharing software that uses your data and templates. You maintain full control over content, data accuracy, and compliance. We recommend having compliance review your templates as you would any client-facing material.
You can export data from systems like Orion, Black Diamond, or Redtail to Excel or CSV, then connect those files. For ongoing updates, set up scheduled exports from your portfolio system. You can find all our integrations and we're continuously adding new integrations.
Your data integrity is our priority. We employ industry-standard encryption both at rest and in transit, ensuring your information remains private and secure. Through strict workflow isolation, we guarantee that Client A's data never interacts with Client B's environment.
While we provide robust permission controls to manage team access, security is a partnership. We recommend utilizing AutoScaled to minimize manual configuration risks; please note that users maintain full responsibility for data management and internal setup accuracy.
Yes. Perform calculations in Excel or Google Sheets (retirement projections, tax scenarios, etc.), then map the results into your presentation template. AutoScaled pulls the calculated values automatically.
Batch processing is built-in. Update your master data file with current portfolio values, then regenerate all client presentations in one workflow run. Perfect for quarter-end reviews. Read more about presentation automation.
Absolutely. Create separate workflows for comprehensive planning clients vs. investment-only clients. Each gets appropriately detailed presentations from the same underlying data source.
AutoScaled is end-to-end presentation automation, management and sharing software that uses your data and templates. You maintain full control over content, data accuracy, and compliance. We recommend having compliance review your templates as you would any client-facing material.
You can export data from systems like Orion, Black Diamond, or Redtail to Excel or CSV, then connect those files. For ongoing updates, set up scheduled exports from your portfolio system. You can find all our integrations and we're continuously adding new integrations.
Your data integrity is our priority. We employ industry-standard encryption both at rest and in transit, ensuring your information remains private and secure. Through strict workflow isolation, we guarantee that Client A's data never interacts with Client B's environment.
While we provide robust permission controls to manage team access, security is a partnership. We recommend utilizing AutoScaled to minimize manual configuration risks; please note that users maintain full responsibility for data management and internal setup accuracy.
Yes. Perform calculations in Excel or Google Sheets (retirement projections, tax scenarios, etc.), then map the results into your presentation template. AutoScaled pulls the calculated values automatically.
Batch processing is built-in. Update your master data file with current portfolio values, then regenerate all client presentations in one workflow run. Perfect for quarter-end reviews. Read more about presentation automation.
Absolutely. Create separate workflows for comprehensive planning clients vs. investment-only clients. Each gets appropriately detailed presentations from the same underlying data source.
Free up time to give better financial advice
Save 10+ hours weekly. Increase touchpoints without extra overhead.
Joined by 500+ teams
Start your 14-day Pro trial today • 5 min setupNo credit card required • Cancel anytime