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Last updated 6 December, 2023
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Your Xplan site needs to have activated the LivePreso Advice Xplan app before you can sign your practice up for a free trial. You (and any other users in your practice) will also need to download and install our app. |
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Once they have signed up, they can invite and/or approve as many other adviser or paraplanner users as you want to participate in the free trial.
You will start to be billed for any active users in your practice once your free trial ends, according to their licence types and your Xplan site’s (and/or dealer group’s) billing approach.
Related articles
Activating the LivePreso Advice Xplan app for your site
Downloading, installing and signing up for LivePreso Advice