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What’s inside the Investment Platform.

10 slides with real content in place. Rewrite them, reorder them, or add your own.

  1. 1Slide 1A cover with the platform's promise, a member count and a skyline photo
  2. 2Slide 2Welcome: four cards introducing the platform
  3. 3Slide 3Why investing matters: four numbered reasons
  4. 4Slide 4Platform overview under a wide architecture photo
  5. 5Slide 5Educational resources with a getting-started button
  6. 6Slide 6Investment options: stocks, real estate, bonds and index funds
  7. 7Slide 7Features as a bento grid of cards and photos
  8. 8Slide 8How it works: three steps on a timeline
  9. 9Slide 9Benefits: three headline numbers and a portfolio donut
  10. 10Slide 10Growth: yearly returns and a bar chart of assets

When to use it.

Investment Platform is a 10-slide deck for presenting an investing app, wealth platform or any finance product made for beginners. It moves from the promise and why investing matters to how the platform works, the investment options, the key features, three headline results and a growth chart. Deep forest green, warm grey and lime-yellow keep it calm and trustworthy, with architecture and money photography throughout.

Made for

  • Fintech founders
  • Financial advisors
  • Wealth and investment teams
  • Finance educators

Make it yours in four steps.

Open it in Decks and work through it, or let Docsiv AI do the first pass with your details.

  1. Step 1

    Swap the Fernvest name and flower mark for your own logo, and update the two-line footer.

  2. Step 2

    Rewrite the headline, the four reasons to invest and the three steps so they match your product.

  3. Step 3

    Replace the stats, the portfolio donut and the bar chart values with your own numbers.

  4. Step 4

    Change the photos to your own, then present it or export it to PowerPoint or PDF.

Start from the Investment Platform now.

Questions about this template.

Something else on your mind? Ask us in the chat, bottom right of the page.

Is the Investment Platform template free?

Yes. Create a free account and it opens in Docsiv's Decks app, ready to edit and share. The Free plan includes every Docsiv app and 500 AI credits a month.

Can I change the colours, fonts and text?

Yes, all of it. The template uses Sora with #0f3b31, #e6f03c, #e7e7e4, #141414, and you can change any of them, rewrite every word and add or remove slides.

What can I export it as?

Decks in Docsiv offers: Slides, PPTX, PDF and HTML exports. Once it's saved, you can also share it with a link.

Can Docsiv AI write the investment platform presentation for me?

Yes. Tell Docsiv AI about the client or project and it can draft the content in this template's style, which you then review and edit. AI uses credits; the Free plan includes 500 a month.

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Start your finance deck with Docsiv AI

Describe the client or the project and Docsiv AI writes a first draft of your investment platform presentation for you to edit, share and send.