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ADVICE DOCS: LATEST PRODUCT UPDATE

Taking your SOA to the next level:
Xtools+ and strategy recs integration

LivePreso Advice now integrates seamlessly with Xtools+, delivering a fully automated, interactive and compliance-ready SOA solution. Built in direct response to user feedback, this integration and the other new features outlined below represent the final step in providing a complete SOA experience for your clients.

Interactive Xtools+ content

  • Client scenarios automatically pulled from Xtools+ with just a click
  • Interactive and detailed visualisations of data for a world-class client experience
  • Switch between scenarios live during meetings
  • Add notes and actions using interactive content features

Strategy recommendations

  • Strategy text now pulls through automatically from your strategy/advice wizard in Xplan.*

Portfolio product replacement comparisons

  • Show a like-for-like comparison of products for a clear and compliant proposal.
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In paraplanning, I’ve saved $19,165 so far on the 47 reviews I've done to date. This comes to $408 saved per review.

The time saving is MASSIVE - I'm only spending 2 minutes on each RoA.

dean-denaro

Dean Denaro

Practice Principal | Indigo Financial Planning

Our clients have been asking much better questions as a result of LivePreso’s much more engaging content.

aaron-steer

Aaron Steer

Director & Principal Financial Planner | Collective Wealth Advisers

Mate, this is financial planning utopia - everything is pulling through perfectly

brett-tarlington

Brett Tarlington

Principal Adviser | Oakwood Lifestyle

LivePreso’s engaging templates have greatly improved our review process, making it more dynamic, interactive, and impactful to our client meetings. Nothing is ever too much trouble for the LivePreso team, and we are always kept in the loop with regular updates. Their dedication to customer satisfaction and continuous improvement sets them apart.


sherree-coffey

Sherree Coffey

Operations Manager | Inspired Money

I've increased revenue at my practice thanks to LivePreso, as I've been able to dedicate the time to grow my book. It was at $580k ARR when I came onboard, now I'm at $675k ARR within 1 year, and this will continue to grow by around $100k each year.

dean-denaro

Dean Denaro

Practice Principal | Indigo Financial Planning

Best on market. Nobody as good as you and nobody doing what you’re doing.

Glowing reviews from the whole team.

callum-wares

Callum Wares

Client Services Manager | Adviser fp

Exactly what I’m looking for to improve business efficiency.

robbert-vella

Robert Vella

Principal Adviser | Vella Wealth

This looks really cool - best presentation tool I’ve seen for 20 years.

michael-jeffs

Michael Jeffs

Senior Adviser & Director | Strategic Wealth

Increasing your revenue by  giving you back time 

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5 hours

To create a standard PDF review or ROA document

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5 minutes

To create an interactive review or ROA document

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PRACTICE PRODUCTIVITY AND EFFICIENCY

What will you do with the time you get back?

Will you use it to win more clients? To spend more meaningful time with your existing clients? Or will you use the time to focus on your lifestyle?
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CLIENT ENGAGEMENT

Improve client loyalty with best-in-market advice content...

Engage your clients with easy-to-understand, best-interest advice. Reinvent the way you deliver advice with visual, data-driven, interactive documents. Significantly reduce admin time and provide a best-in-class client experience.

Learn more
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UNPRECEDENTED COMPLIANCE

...In a way that reduces your compliance overhead and risk

Enforce—and track—compliant content. LivePreso ensures your documents are always up to date and compliant, and uneditable without specific permission. Then, every page presented by an adviser and viewed by a client is tracked, giving you a full audit trail and detailed insights.

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POWERFUL INTEGRATIONS

It's about automating the creation of your advice docs

Slash document preparation time from days to seconds via integrations with Xplan and many other platforms. Give that time back to your advisers, paraplanners and licensees for more revenue generating activities.

Learn more
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ON-DEMAND PODCAST

quotemarksAsset 14 It turns out that there's a lot of data about the client in financial advice, and it's super time consuming to get it out and make an advice document. But, worst of all, the documents are typically terrible... 

So we put a lot of time into building an off-the-shelf version of LivePreso that integrates deeply with Xplan to make interactive client reviews, ROAs and SOAs in seconds—that are completely compliant. quotemarksAsset 14

- Aaron Cooper, CEO, LivePreso

Ready to take your advice documents from static to ecstatic?