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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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 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. 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 basisYou 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 appears appear in prep mode and automatically turns itself turn themselves off when presenting or sharing with clients. You can make updates at any time and publish to everyone instantly
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
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Using PresoManager to add/edit content
Creating training/instructional content for your group or practice