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For Investment Managers
Hand your client an iPad. Steer the conversation.
Connect device to device in seconds — fully offline. You steer the conversation from your screen and decide what your client sees.
Offline · device to device
No paper needed
No cables, no projectors
Live-synced client screen
Portfolio reviews · Prospect pitches · Confidential documents
Offline · device to device
You — presenter
Full library
Switching stays private
Your client
Selected slide
Nothing else
Sound familiar?
What still slows down client meetings.
Printed decks, cables and exposed screens don't belong in a high-stakes investment conversation.
✕
Paper handouts
Printed decks and fact sheets are outdated the moment they leave the printer — and they stay with the client, uncontrolled.
✓
No paper needed. Everything lives on the iPad — always the current, approved version.
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Setup eats the first ten minutes
Cables, adapters, projectors and guest Wi-Fi — the technology takes over before the conversation even starts.
✓
No cables, no setup. Hand over the iPad and begin — device to device, fully offline.
✕
Screens that reveal too much
Screen sharing exposes your desktop, folders, other clients' file names and incoming notifications.
✓
Nothing leaks. Your client sees only the document you select — switching stays invisible.
✕
Version chaos in the field
Advisors present from local downloads and email attachments — nobody knows which version is in the room.
✓
One source of truth. The approved version syncs to every authorised device automatically.
No paper · no cables · no exposed screens · no outdated versions
Trusted by client-facing teams
Full control
Control the room, not the technology.
Everything runs from your iPad — so your attention stays on the client, never on the setup.
✓
Control every screen from your iPad — clients follow along at your pace.
✓
Switch content privately — no exposed desktop, folders or notifications.
✓
No cables, no projectors, no setup time — the meeting starts when you do.
Your iPad
Offline
sync
sync
Client's iPad
Full libraryYou see everything
Selected slideClient sees only this
🔒 Switching between documents is never visible to your client
High-stakes means flexible
The best investment conversations aren't linear.
Top advisors don't follow slide 1 to 20. They react to questions, objections and interests in real time.
Performance
Fees & costs
Market outlook
Client's question: ESG
Jump to any topic in one tap — the structure keeps up with the conversation.
Now showing · Performance
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Change between topics instantly — fact sheet, chart, or document.
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Tailor discussions live as the conversation develops.
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Keep control without losing structure.
One content hub
Every advisor presents the latest, approved version.
One source of truth — synced automatically to every authorised device in the field.
✓
Upload decks once — they sync automatically to every authorised device.
✓
No manual loading before meetings, no outdated versions in the field.
✓
Full control over access and content integrity, supporting internal policies.
Content hubOne source of truth
Advisor iPadIn the client meeting✓ Up to date
Team iPadsAcross the field force✓ Up to date
Laptop / BrowserBack office & remote✓ Up to date
Offline & secure
Built for confidential conversations.
Works in client offices, private residences and high-security environments — nothing leaves the room.
Fully offline
No public Wi-Fi required — device to device.
GDPR-ready
Aligned with industry-specific regulations.
Always current
Centralised control, no uncontrolled file distribution.
CRM integration
Connects with your systems and processes.
Security by design
Complete control over what your client sees.
One of Pitchview's biggest strengths — combined with a seamless, premium digital experience in every meeting.
The difference
What our customers say.
“
We used to lose time at the start of every meeting dealing with screens and connections. With Pitchview, we just hand out the iPads and start. It's much smoother.
Investment AssociateWealth Management
“
Very satisfied, especially with device-to-device. It performs exactly as we need in meetings.
Relationship ManagerWealth Management
Turn client meetings into premium experiences
Discover a new way to pitch — built for the meetings where it really counts.
See it live with our founder and book your exclusive demo today.
Book a demoOffline · device to device · GDPR-ready