FOR FINANCIAL ADVICE
Compliant advice documents, without the manual burden.
How LivePreso helps
  • Compliant by default. Every advice document is generated from approved, current content, so nothing goes to a client that hasn't been sanctioned
  • Xplan-integrated. Pulls directly from the systems your advice business already runs on, no duplicate data entry
  • Secure and auditable. Full visibility into what was presented to which client, and when
  • Built for scale. Give every client a tailored, professional advice document, not just your top-tier accounts

Save the hours your advisers currently spend building documents manually, and put that time back into the advice itself.

Built on...

Centralised control

The governance behind every compliant document

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Content automation

The automation that removes the manual build

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See it in action

Proposals


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LivePreso Advice

Our ready-to-go product for Xplan users.

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Explore other teams/ industries/ business types


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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
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See a compliant SOA 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.

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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.