Scale Digital Advice Faster: Save Hours with Reusable Templates in Presentation View

Delivering consistent, personalized guidance across multiple clients and offices is one of the biggest challenges advisors face today—something highlighted as a top opportunity area in the eMoney Study: Value of Financial Planning, November 2025.

Whether you’re setting firm-wide standards or managing day-to-day workflows, the challenge is the same: how do you scale advice without sacrificing quality or client experience?

Presentation View in Decision Center makes this possible. With reusable templates tailored to client goals, you can save hours of preparation, keep conversations focused, and deliver a consistent experience every time.

The Power of Reusable Templates

Reusable templates give your team a consistent foundation for planning conversations while still allowing room for personalization. Using templates helps you save hours per client plan, all while improving consistency across advisor and support teams.

To support different workflows, Presentation View includes three flexible template types:

• Office Templates: Establish a standard structure for firm‑wide planning conversations.
• Client Templates: Customize planning experiences based on individual client goals and priorities.
• Advisor Templates: Provide repeatable frameworks that streamline prep and ensure consistent delivery across advisors.

Templates can be built using many of the reports you already rely on, including:

• Monte Carlo
• Balance Sheet
• Cash Flow
• Goals
• Investments
• Life Insurance
• And many more

This flexibility ensures your firm can maintain high standards across every conversation while giving teams the tools they need to work more efficiently.

Learn How to Use Presentation View

Get Started with Decision Center Training

Want to see how it works in practice? Our Decision Center training provides a quick, guided introduction to creating and using templates effectively, so you can start scaling advice immediately.

In under 10 minutes, you’ll learn how to:

• Share templates to the Client Portal for a cohesive client experience
• View, edit, and manage templates directly within Decision Center
• Add reports and finalize templates for reuse
• Create and organize templates by name and group

See how to use Presentation View now →

Scale Faster and Personalize Smarter

Templates in Presentation View are more than a convenience. They’re the core of delivering scalable, repeatable, and personalized advice across your firm. They help your teams:

• Cut prep time significantly
• Improve consistency across offices and advisors
• Reduce repetitive tasks and errors
• Deliver clear, client‑specific conversations with ease

Explore What’s Possible

Whether you’re ready to build your first template or deepen your understanding, these resources help you bring Presentation View into your workflow, fast:

1. Open Decision Center → begin creating and managing templates
2. View Release Notes → stay current on Decision Center updates and enhancements
3. Visit the Knowledge Base → get a quick, guided Presentation View training (≈10 minutes)