Presentations Pages and Themes Gallery

View a selection of the pages and themes available in Presentation Studio

Enhance your firm's brand and engage clients with a wide selection of design and data options. Whether you prefer to build your client presentations from scratch or you rely on the efficiency of ready-made templates, Presentation Studio gives you the power to build custom presentations that will help capture your clients' attention and reinforce the value you provide.

Sample pages

Presentation pages define the layout of content and elements in your reports. You can choose from a library of page templates or create custom pages from scratch by dragging and dropping the data or graphical elements you want into a layout template.

Cover Pages

Cover Page Landscape Image Top

Cover Page Portrait Image Top

Cover Page Plain

Overview Pages

Portfolio Overview

Portfolio Overview Portrait

Portfolio Overview Four Pane Landscape

Portfolio Overview Five Pane Landscape

Holding Pages

Account Holdings Summary

Allocation by Category Portrait

Holdings Page

Model vs. Actual Allocation

Performance Pages

Account Performance Summary

Asset Class Performance Summary

Performance Three Pane Portrait

Portfolio Value vs. Cumulative Net Investment

Position Performance Summary

Billing Pages

Average Value Billing Fee Audit Page

Billing Statement Page

Client Communications Pages

Cover Letter

Mailing Page

Report Disclaimers

View sample themes

Choose from different themes—or design your own—to use colors and fonts that best match your firms branding while delivering high-impact presentations for clients.

Block

Clean

Color

Eco

Ocean