Content Comparison

Digital signature provider options

Strategy text phase 3

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

Portfolio growth vs contributions slide

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)

Strategy text phase 2Xtools+

• Add a per-site integration for SOA strategy textan 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

Xtools+

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 users to create their own colour palettes using the colour picker in PresoManager

Digital signature provider options

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

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