Versions Compared

Version Old Version 1 New Version Current
Changes made by

Aaron Cooper

Aaron Cooper

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Last updated 6 December, 2023

Widget Connector
overlayyoutube
_templatecom/atlassian/confluence/extra/widgetconnector/templates/youtube.vm
width720px
urlhttps://www.youtube.com/watch?v=BVdGDmXBohw&list=PLSGyt6UgEYK3h6XbOPDDK1DYfMtyxBd9g&index=1&pp=gAQBiAQB
height405px

Transcript

With LivePreso Advice you can make a client review or a formal, compliant ROA in seconds, with all data coming directly from where it lives in Xplan—IPS, WealthSolver, Risk Researcher or Client Focus.

...