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READY REVIEW: LATEST PRODUCT UPDATE

Authority to Proceed + Digital signing

You can now include an Authority to Proceed slide to your presentations. Then, either you (during your meeting) or your clients (from a shared preso) can initiate a completely seamless digital signing process using your own Docusign account (Annature and Adobe Sign coming soon!).

Your signed documents will be automatically saved to Xplan file notes.

You or your clients can also choose to print-and-sign if you prefer.

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

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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.


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Sherree Coffey

Operations Manager | Inspired Money

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

Glowing reviews from the whole team.

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Callum Wares

Client Services Manager | Adviser fp

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

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Robert Vella

Principal Adviser | Vella Wealth

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

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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.

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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.

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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?