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Each Xplan site can be set up to manage pricing, free trials and billing differently. For example, a dealer group might set up their site so that all billing goes through them (“top-down” billing), or billing can be directly from the practice to LivePreso (“bottom-up” billing).
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Licence type | Price per user per month | Comparative features |
|---|---|---|
Adviser licence | $144 | Can access all app features. Can be the primary account holder for the practice. |
Paraplanner licence | $20 | Can create, prep and hand over presos, but cannot present or share presos with clients. Cannot be the primary account holder for the practice. |