This post is part of our live coverage of FinovateSpring 2014.
Coming to the stage now is the team from Pellucid Analytics
“Pellucid fixes pitch book creation. It is a tablet and browser-based product tailored to the needs of advisory professionals that compresses the time required to perform a broad range of pitch book-related activities from days to seconds. Rather than collecting data, running analytics, designing charts, and formatting slides, Pellucid users leverage a large gallery of print-ready charts populated with current data and formatted to firm-specific branding standards. Assembling such charts into a pitch book is a simple drag-and-drop exercise. As a result, users can focus on applying judgment to information and crafting a compelling message directly relevant to their clients.”