Presentations that listen, adapt, and follow through.
EngagePath turns the conversation you have with a client into an interactive experience — questions that shape the path, calculators that make numbers real, and follow-up that happens automatically.
14-day trial · No payment details required · Built for financial professionals
Retirement readiness · 2 min
Let's start with what matters most to you right now.
Your answers shape the rest of this conversation — you'll only see the sections that fit your situation.
The platform
Everything between "hello" and "let's get started".
Create, customize, present, engage, educate, capture and follow up — in one workspace, with one presentation model behind every experience.
One presentation engine
Standard slide editing and advanced canvas editing write to the same presentation model — switch modes mid-build without losing a thing.
Branching journeys
Route each client down a path that fits their answers, with validation that catches broken connections before you publish.
Financial education tools
Compound interest, protection needs, retirement income, savings gaps, debt payoff and savings goals — with visible assumptions.
Engagement analytics
See where attention holds, where it drops, which branches viewers choose, and where conversations turn into appointments.
Review and approval
Draft → pending review → approved → published, with reviewer comments, version history and approval expiration.
AI Presentation Studio
Draft outlines and slide content in seconds, always marked as draft and routed to a human for review.
Delivery
Present live, or let the client explore on their own.
Guide the conversation with private presenter notes and speaker scripts — or send a secure self-guided link where the client moves at their own pace. Both modes run on the same experience.
- Secure, revocable public links with optional password and expiry
- Presenter notes stay private to the person presenting
- Every slide, answer and branch choice tracked as engagement
- Lead capture and appointment requests built into the flow
Live presentation mode
You drive the deck. Client questions, calculators and notes stay in sync with the slide on screen.
Self-guided mode
A link that opens full-screen, follows the client's answers, and ends with a clear next step.
Safe by default
Drafts, internal notes, leads and organization data never appear on a public link.
Financial toolkit
Numbers your client can see, touch, and understand.
Every calculator states its assumptions in plain language, shows its results visually, and resets cleanly — so the conversation stays about the client, not the spreadsheet.
Educational estimates only. EngagePath does not generate policy projections or illustrate guaranteed values — those require approved carrier illustrations.
Compound interest
See how contributions compound over time
Protection needs estimator
Estimate an income protection target
Retirement income
Estimate sustainable monthly income
Savings gap
Compare what's projected against a goal
Debt payoff
Model payoff order and time to zero
Savings goal
Work out the monthly amount to reach a goal
Compliance center
Reviewed content stays reviewed.
Approved presentations are locked to the version that was approved. Any material edit creates a new version and routes it back through review — with comments, timestamps and expiry.
Draft
The professional builds the experience.
Pending review
A reviewer sees exactly what changed.
Approved
Signed off with a timestamp and expiry.
Published
Only the approved version is deliverable.
EngagePath's workflow tools support your organization's own review process. They do not replace your compliance policies, and nothing here is a guarantee of regulatory compliance.
Pricing
Simple plans that grow with your practice.
Every plan starts with a 14-day trial. Change or cancel anytime.
Starter
For individual professionals getting started.
$19/month
- 1 user
- 5 active presentations
- Standard editor
- Basic analytics
- Limited AI actions
Professional
For advisors who present every week.
$39/month
- 1 user
- Expanded presentation capacity
- Advanced canvas editor
- Branching journeys
- Financial calculators
- Advanced analytics