Last updated
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6 December, 2023
Each Xplan site can be set up to manage pricing, free trials and billing differently. For example, a dealer group might set up their site so that all billing goes through them (“top-down” billing), or billing can be directly from the your practice to LivePreso (“bottom-up” billing).
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Note: If you are part of a dealer group using top-down billingwith billing through them, it’s possible that you have a different price point to the standard , bottom-up pricing listed below. Your price may be higher if your dealer group has packaged up additional features, training and support. |
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Licence type | Price per user per month | Comparative features |
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Adviser licence | $144 | Can access all app features. Can be the primary account holder for the practice. |
Paraplanner licence | $20 | Can create, prep and hand over presos, but cannot present or share presos with clients. Cannot be the primary account holder for the practice. |