Make your next statement
of advice interactive

Transforming the client experience;
automating the creation of beautiful,
interactive, compliant Statements of
Advice, in seconds.

Integrated with your client data in XPLAN
and external data sources. Securely
cloud-hosted. Delivered in person and
online.

Fully integrated with Iress Xplan to
seamlessly deliver a data‑driven,
interactive, engaging SOA.

1
stats charts
2
hand over to the advisor
3
present the digital soa in person present the digital soa over the phone
4
esigned SOA
1
stats charts

Paraplanner
in Xplan

Run Xplan SOA wizard /
Risk Researcher

Data is now available
to LivePreso Wealth.

2
hand over to the advisor

Paraplanner in
LivePreso Wealth

Check digital client SOA
using the LivePreso
Wealth app.

Hand over to the adviser.

3
present the digital soa in person present the digital soa over the phone

Adviser in
LivePreso Wealth

Present the digital SOA,
in-person or by phone.

Client e-signs, using Xplan
portal or DocuSign.

4
esigned SOA

Advice firm
in Xplan

e-Signed SOA automatically saved to Xplan client file.

Adviser and client activity
data saved to the Xplan
compliance record.

Getting Started

Choose the solution that works best for your business.

Risk-only SOA
$49 per month (plus GST)*

Risk only SOA

The essential SOA
interactive presentation.

  • Client friendly insurance-only SOA
    (based on ASIC RG90)
  • Dynamically tailored digital SOA via
    data-driven automation
  • Seamless integration with Xplan Risk
    Researcher, Xtools & Client Focus
Request invite

Full-service SOA

Full-service SOA

All the features of the
Risk-only SOA plus:

  • Interactive strategy & goals based
    dashboards
  • Multiple strategy options
  • Full integration with Xplan Xtools+
Request invite

Custom SOA

Custom SOA

For larger organisations that
need a custom-tailored
Statement of Advice or an
alternative interactive
presentation.

Contact us now

What's in our first release?

client friendly SOA

Client friendly insurance-only SOA
(based on ASIC RG90)

Dynamically tailored digital SOA

Dynamically tailored digital SOA via data-driven
automation

Xplan integration

Seamless integration with Xplan Risk Researcher,
Xtools & Client Focus

Digital signing

Integrated digital signing via Xplan client portal
or DocuSign

Compliance

Compliance record automatically saved in Xplan
client file (doc-note)

Adviser activity

Adviser activity and client content interaction
data available for export via download or API

What's coming soon?

Automation

Automated activity triggers to create and update
Xplan threads and tasks

Data integrations

Data integrations with a range of providers to further
enhance the client experience, create adviser
efficiencies and automatically update regulatory
monitoring systems

Pre population

Straight through processing to pre-populate
applications

LivePreso stats

Request an Invitation

Talk to us about how the
LivePreso Wealth platform can power
your digital transformation

A LivePreso representative will contact you shortly.

If you just can’t wait,
give us a call on 1800 202 101.

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