Last updated
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28 October, 2024
For the time being, LivePreso Advice is designed to work with Xplan as the sole source of data.
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| Tip |
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However, you just need a paraplanner or another adviser with a standard Xplan account to create the preso, then hand it over to you. From there you can present and share as normal. |
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| Warning |
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If you see a message saying that they don't have a mobile number, someone in your team with Xplan access needs to add the number in Xplan for you, but you won't be able to click the "Refresh now" button on that pop-up, as that also connects to Xplan. |
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