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Create with Preference Manager

Download and get working in seconds

How our clients use Create:

  • Pitchbooks
  • Due diligence reports
  • Investor reporting
  • Fund newsletters
  • Information memoranda
  • Financial presentations
  • White papers
  • More…
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Superfast formatting

Apply your branding in seconds, to produce slick and professional slides every time. Either download Create and use the Preference Manager to load your colours and styles – or contact us for a customised version of Create with all aspects of your company branding built in.

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Advanced charting for financial professionals

Apply styles, size and send any Excel chart – plus create complex charts including Marimekko, Multi-Year Waterfalls / Bridges, Price Volume and many more.

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Update from Excel source data

Our proprietary technology links tables and charts back to underlying source data – it’s fast, reliable and gives you full control.

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Create available in PowerPoint and Excel

Create with Preference Manager has customization options for PowerPoint and Excel, to enable you to work in your branding and colours. In addition, the Author function allows you to include Templates in PowerPoint and Databooks or Models in Excel. Sharing your settings with team members, with the Preference Manager, will include templates and databooks added with Preference Manager. Create with Preference Manager for Word – coming soon.

Settings in Preference Manager

Select the desired customisation level to work with Create in Preference Manager

Enhanced Mode

Spend a few minutes to customize more of the settings in Create for your brand. This easy to use Wizard will guide you through the settings. Short of time? Any step can be skipped by just choosing Next, those features will be automatically set for you.

Trusted by leading global organisations since 2004

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Benefits: for you

✔ Produce visually impressive and inspiring documents

✔ Get your work done much faster

✔ Update all your data in just a few clicks

Benefits: for your business

✔ Higher quality, more valuable client deliverables

✔ More efficient working – save time and increase speed

✔ Audit trails underpinning client documents

Want to customise Create further for your organisation?

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Using the Preference Manager

Learn how to set up your company colours and style preferences using Preference Manager.

More Information

Click here to see how to set your colours, “house style” and other preferences in Create, using the Preference Manager.

Share your preferences with your team

Once you’ve got Create working just the way you want it, share those settings with your team so they can work seamlessly with you on your project and documents.

Click here to view the full list of Create features

Where to go next

You might like to look at these pages now:

Video tutorials

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United Kingdom

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33 London Road
Reigate
Surrey
RH2 9HZ

+44 333 939 0100

info@presentationsolutions.co.uk

support@presentationsolutions.co.uk

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10th Floor
Chicago
IL 60661

+1 312 283 8505

info@presentationsolutions.co.uk

support@presentationsolutions.co.uk
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