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If you are a dealer group or Xplan site admin, you can manage the content for everyone in the group/site using PresoManager. You can edit the default text, disclaimers, images, videos and colour palette, and you can also make your own slides from our suite of templates. You can even create special instructional content that automatically turns itself off when presenting or sharing with clients. You can make updates at any time and publish to everyone instantly.
If you are a practice admin, you can use PresoManager to make your own adjustments and add your own slides that become the defaults for your practice only.
If you are an adviser or paraplanner, you can use prep mode to make your own adjustments and add your own slides to individual documents on a case-by-case basis.
Did you know?
As a dealer group admin or practice admin you can also create special instructional content that only appears in prep mode and automatically turns itself off when presenting or sharing with clients. You can make updates at any time and publish to everyone instantly.
2. Tracking, notifications, analytics and audit trail
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