PRODUCTS:  LIVEPRESO ADVICE
Compliant, interactive SOAs, ROAs and client reviews, generated in minutes.
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. All without compromising compliance.
Transform your client experience
Increasing your revenue by giving you back time
5 hours
To create a standard PDF review or SOA document
5 mins
To create an interactive review or SOA document
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
LivePreso Advice pricing
Free trial
Adviser licences
Paraplanner licences

FREE

for 2 weeks
Unlimited presos
Credit card is required. However:
‍

$144

per user per month
Unlimited presos
World-class client engagement with unparalled insights

$40

per user per month
Unlimited presos
Significant time savings through deep integration and automation.
  • You can cancel anytime during the 2 weeks and you won’t be charged anything at all
  • You will be reminded before the end of trial
  • LivePreso can never see your credit card details
  • Full feature access
  • Only minimal Xplan access required
  • Non-Xplan accounts available on request
  • Full feature access except presenting and name on docs
  • Xplan access required to key modules (IPS and/or WealthSolver, optionally Risk Researcher)
Start your free 2-week trial
See what's included
Related

Advice Docs

See the master library of content for generating interactive SOAs, ROAs and client reviews

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Advice Webinars

Register for one of our live advice webinars

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Financial Advice

Why this matters for your team

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LIVEPRESO CUSTOMER STORIES
FYG Planners Partner with LivePreso to roll out innovative advice delivery platform

FYG Planners partnered with LivePreso to deliver FYG’s WealthEye advice delivery portal.

WealthEye is a smarter advice delivery solution that allows FYG’s advisers to present advice to clients in a cleaner, simpler and engaging manner, both in person and remotely that removes the need for manual editing of documents.

Watch the FYG case study
READY?
See a compliant client review, built in minutes

Book a demo and we'll show you a full LivePreso implementation — from data to governed, interactive presentation — in under an hour.

Register for an advice webinar
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We acknowledge the Traditional Custodians of the land on which our office stands, The Wurundjeri people of the Kulin Nation, and pay our respects to Elders past, present and emerging.