AI Presentation Maker for Financial Advisors
Turn dense market data, retirement plan models, and quarterly performance metrics into clear, reassuring visual presentations with AI. Convert any complex investment strategy into an easy-to-understand client portfolio review — ensuring strict corporate branding and compliance — and instantly export as printable PDF handouts. Built specifically for wealth managers and financial advisors.
From raw content to presentation-ready in 3 steps
No design skills, no learning curve. Upload what you already have, and Pekto handles the structure, formatting, and export.
Upload market analysis data
Start from complex financial reports, investment strategies, or retirement plans.
Let AI build your portfolio review deck
Pekto translates dense financial data into clear, reassuring visual presentations.
Export and present to clients
Download as PDF handouts for client meetings or PowerPoint for educational webinars.
Presentations that work the way you think.
Slides shouldn't feel messy or scattered. With Pekto, every thought flows into an organized presentation built for financial advisors that adapts to your workflow and keeps you focused on the message.
Turn complex market data into reassuring client portfolio reviews
Customized Presentations
Pekto's AI engine automatically formats your slides specifically for financial advisors, ensuring every presentation is tailored to your exact professional needs.
No Design Skills Needed
Stop wasting hours aligning text boxes and hunting for images. Our intelligent layout system handles all typography, color matching, and spacing automatically.
Hi freebie,
Welcome to Pekto AI!
I'm here to help you tackle your presentations. Choose from the prompts below or just tell me what you need!
Ask me anything...
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Pekto AI Presentation Assistant
Refine your slides instantly. Chat with Pekto AI to improve your content, structure a better storyline, or tweak the design after generating. Simply ask Pekto to help perfect your presentation.
Export Anywhere
Take your presentations anywhere. Export instantly to PowerPoint (PPTX), PDF, or high-res images in under 3 seconds.
How Do You Build Presentations?
Start using Pekto to capture your thoughts instantly and keep them organized effortlessly.
Smarter Decks for Financial Advisors. One Simple Space to Capture & Organize
Simplify the way financial advisors create presentations. Write down your thoughts instantly, organize them into clear categories, and find anything in seconds.
Retirement Planning
Visually map out long-term wealth strategies and milestones for clients.
Portfolio Reviews
Turn quarterly market data and performance metrics into a digestible summary.
Educational Seminars
Generate slide decks for webinars on tax strategies or market trends.
Frequently asked questions
These are the most commonly asked questions about Pekto.
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