Skip to content
Get your 2-week free trial of LivePreso Advice now

 

READY REVIEW: LATEST PRODUCT UPDATE

Authority to Proceed + Digital signing

docusign-logo
annature-logo

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 or Annature account (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.

advice-new-releasesAsset 3

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

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 

5hoursAsset 2

5 hours

To create a standard PDF review or ROA document

arrowAsset 4
5minsAsset 3

5 minutes

To create an interactive review or ROA document

advice-time
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?
Learn more
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
feature_customer-engagement
feature_automated-compliance
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.

Learn more
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
feature_automated-workflows
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?