Presentation software

Discover the top suppliers of presentation software used by wealth professionals, and learn how advice firms are using this technology.

What is the most popular presentation software?

Presentation software is used by advice firms to create client presentation slides. A great presentation software can benefit your advice business by allowing you to tailor presentations to reflect a client's circumstances, needs and goals. 

Research from the Netwealth 2021 AdviceTech Report shows that the top 3 suppliers of client presentation tools used by wealth professionals and financial advisers include: Microsoft PowerPoint (84.7 per cent of advice firms), Canva (12.7 per cent) and Prezi (6.0 per cent).


Netwealth's 2021 AdviceTech Report

The 2021 Netwealth AdviceTech Report explores six major opportunities and crucial technology trends that advice firms should consider as they evolve their client value proposition and enhance their customer experience.

How are advice firms using this technology?

43.1 per cent of advice firms use software to create presentations to clients, while an additional 27.9 per cent are looking to use this technology in the next 24 months.

For those firms that use this AdviceTech, usage is quite evenly spread, depending on the firm's needs. 26.1 per cent use presentation software daily or weekly, while 27.0 per cent use it monthly.

More AdviceTech resources

Innovation workshop 

Netwealth has designed this 90-minute workshop to help you and your team prioritise technology solutions against business objectives to develop your business' AdviceTech roadmap.

Download toolkit

The Emerging Affluent Report

This report is a playbook for financial advisers on how to attract, manage and retain The Emerging Affluent.

Download report

2021 AdviceTech summary video from Matt Heine

This 12 minute video explores some of the core themes that are highlighted in Netwealth's 2021 AdviceTech report.

Watch Video