Content Comparison

Strategy text phase 2

3

• Add a per-site Xplan integration for SOA strategy text

Like-for-like WealthSolver slide

• Add a typical SOA-style like-for-like table for WealthSolver proposals

Share presos via client portals

• Allow shares to be sent to clients via third-party client portals (Iress, myprosperity)

In-presentation notes

Xtools+

• Add an integration with Xtools+ to allow multiple modelling scenarios to be visualised and interacted with

Portfolio growth vs contributions slide

• Add a new slide that tables and visualises portfolio changes over a selected time period to highlight contributions and growth

App onboarding checks

• Make it easier for users to check everything is set up in Xplan correctly

• Provide instructions on how to fix issues

Allow goals to be de-scoped

• Allow goals to be clearly marked as relevant or not to the current document/advice

Custom colour palettes

• Allow advisers to quickly add an action item from any slide, which is automatically added to the Next Steps slideusers to create their own colour palettes using the colour picker in PresoManager

Xtools+

Digital signature provider options

• Add Adobe Sign to the list of supported digital signature providers

Add “Joint” goals section/filter

• Allow goals to be displayed as joint, rather than appearing for both client and partner separately

Strategy text phase

2

• Allow dealer groups or independent practices to load in their strategy text to make it quick and easy for advisers to select compliant text without any copy/paste

In-presentation notes

• Allow advisers to add notes to any slide, live within a preso, in order to make LivePreso applicable to more client use cases

In-presentation actions

• Allow advisers to quickly add an action item from any slide, which is automatically added to the Next Steps slide

Digital signature provider options

• Expand our integrations to allow practices to choose between DocuSign and Annature

Investment fees (IPS)

• Revamp the IPS version of the slide to include more granular detail of the fees

Investment recommendations update

• Add toggle to allow unchanged investments to be shown/hidden

Add authority to proceed slide

• Interactive and integrated with digital signatures

Strategy text phase 1

• Add phase 1 of the Strategy Recommendations slide

Reversionary beneficiaries

• Include reversionary beneficiaries to the estate planning slide

Like-for-like insurance slide

• Add a typical SOA-style like-for-like table for insurance

Digital signature integration

• Allow practices to utilise their DocuSign account to seamlessly sign ATPs

Related entity filtering/flexibility

• Allow users to choose which entities to show on each slide and if/how to aggregate them

Add Current Financial Status and About You slides

• Current financial status is a dashboard-like slide showing assets, liabilities, income, expenses, insurances and net position

• About you shows the client’s basic info

Add Insurance Recommendations slides

• Integrated with Risk Researcher scenarios

• Includes 4 slides:

  • Your insurance needs

  • Recommendations & appropriateness

  • Comparisons with current cover

  • Commissions

Add colour coding to goals

• Show simple traffic light colour coding on the goal icons, based on each goal’s status in Xplan (fulfilled, partially fulfilled, unfulfilled or none)

Two-factor auth for shared presos

• Allow shares to be sent to clients that require them to auth with mobile codes

Improved editing of adviser and licensee info on welcome slide

• Make it possible to edit the info on the slide, rather than relying on Xplan being set up correctly

• Removes paraplanner permission issues when creating on behalf of advisers

Make all table headings editable

• Provide more flexibility to users

Integration with WealthSolver

• Make all relevant slides work with either WealthSolver or IPS

• Give users the choice which to use when making each preso

Login with Xplan single sign-on

• Switch all logins to work only via Xplan SSO

Change Xplan sync to be based on each user’s account and access

• Make it so a separate Xplan sync is performed per logged-in user, rather than using an Xplan service account per site

• Make all requests on behalf of logged-in user

Add Portfolio Projections slide

• Integrated with the chosen WealthSolver scenario

Direct-to-practice and via-dealer-group billing models

• Allow each site to choose how they want billing to work: All via the dealer group or each practice paying directly using Stripe

Automated free trials

• Allow each practice to start their own free trial whenever they want