Last updated
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28 October,
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2024
The LivePreso platform has a number of compliance features built in as standard, which are available to all dealer groups, practices and users of LivePreso Advice.
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In two key ways, LivePreso Advice ensures a higher level of compliance than just about any other approach—certainly a lot higher than the standard Word-Xmerge approach.
1. Centralised version control
Compliance in LivePreso Advice starts with the fact that there is only ever a single approved version of the master document content. There are no files on people’s devices that can fall out of date or be edited to the point of non-compliance. Everyone in your dealer group or practice works from one version of the content: the current, approved version.
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If you are a dealer group or Xplan site admin, you can manage the content for everyone in the group/site using PresoManager. You can edit the default text, disclaimers, images, videos and colour palette, and you can also make your own slides from our suite of templates. You can even create special instructional content that automatically turns itself off when presenting or sharing with clients. You can make updates at any time and publish to everyone instantly.
If you are a practice admin, you can use PresoManager to make your own adjustments and add your own slides that become the defaults for your practice only. You can make updates at any time and publish to everyone instantly.
Did you know?
As a dealer group admin or practice admin you can also create special training/instructional content as internal in-situ notes and/or special slides that only appear in prep mode and automatically turn themselves off when presenting or sharing with clients.
If you are an adviser or paraplanner, you can use prep mode to make your own adjustments and add your own slides to individual documents on a case-by-case basis.
2. Tracking, notifications, analytics and audit trail
While everyone starts with an up-to-date, approved and compliant set of content, that’s only the first half of the story in LivePreso Advice. What happens to each document is just as important: Did the adviser cover everything they should have? Did the clients actually read the document? Did they miss anything important? Were they sufficiently educated during the advice process? And, perhaps most importantly, is there a record of everything that happened in case an auditor comes knocking?
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A new preso is created. Includes a link to the preso in the app.
A preso is handed over, most likely from the paraplanner who created it to the adviser for whom they made it. Includes a link to the preso in the app.
A preso is presented by an adviser. Includes a link to the preso in the app.
A preso is shared by the adviser with their client(s). Includes a non-tracking copy of the share link sent to the client.
A shared preso is viewed by a client. Includes a non-tracking copy of the share link sent to the client.
Notifications
In addition to the activity tracking above, every time a client views a shared preso, the adviser who shared it with them receives an email notification:
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Note: The time spent viewing stats are generally extremely accurate. Our tracking system can tell when the client’s browser window is not active (for example, if they switch to another tab or app whilst leaving the preso open), and omits non-active time from the stats. However, no tracking system is perfect. It’s not possible for us to know, for example, if the client leaves the preso open in an active window and walks away from their computer (or mobile, tablet, etc). |
LivePreso analytics
As well as the share view notifications and the built-in logging to Xplan, all the stats collected about a preso are available on the preso’s appointment screen:
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The blue boxes at the top of the appointment screen aggregate all the presenting, sharing and viewing stats so you can see the overall metrics at a glance. In the example below, the preso was presented to 1 client for 33 minutes, shared with 1 client who viewed it on 4 separate occasions for a total of 25 minutes:
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Related articles
Using PresoManager to add/edit content
Creating training/instructional content for your group or practice