LivePreso Advice roadmap

Last updated 15 February, 2024

Our roadmap is subject to change and resource availability.

We prioritise roadmap items based on the volume of requests and on how broadly applicable each request is—if it’s something everyone is likely to use it’s more likely to make it to the top of the list!

If you would like to suggest an improvement or something to be added to our roadmap, let us know.

The roadmap below is not exhaustive but it lists the key initiatives and themes on our agenda right now:

Now	Next	Later
READY REVIEW CONTENT FLEXIBILITY Related entity filtering/flexibility Allow users to choose which entities to show on each slide and if/how to aggregate them	READY REVIEW CONTENT SOA CONTENT Add Insurance Recommendations slides Integrated with Risk Researcher scenarios Includes 4 slides: Your insurance needs Recommendations & appropriateness Comparisons with current cover Commissions	READY REVIEW CONTENT FLEXIBILITY Custom colour palettes Allow users to create their own colour palettes using the colour picker in PresoManager
READY REVIEW CONTENT SOA CONTENT 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	READY REVIEW CONTENT FLEXIBILITY Allow goals to be de-scoped Allow goals to be clearly marked as relevant or not to the current document/advice	PLATFORM FEATURE SECURITY Share presos via client portals Allow shares to be sent to clients via third-party client portals (Iress, myprosperity)
PLATFORM FEATURE EASY ONBOARDING App onboarding checks Make it easier for users to check everything is set up in Xplan correctly Provide instructions on how to fix issues	READY REVIEW CONTENT FLEXIBILITY Add “Joint” goals section/filter Allow goals to be displayed as joint, rather than appearing for both client and partner separately
READY REVIEW CONTENT COMPLIANCE SOA CONTENT Add authority to proceed slide Interactive and integrated with digital signatures
PLATFORM FEATURE COMPLIANCE Digital signature integration Allow practices to choose between Iress’s digital signing tool or DocuSign

Recently completed

PLATFORM FEATURE SECURITY

Two-factor auth for shared presos

Allow shares to be sent to clients that require them to auth with mobile codes

READY REVIEW CONTENT FLEXIBILITY

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

READY REVIEW CONTENT FLEXIBILITY

Make all table headings editable

Provide more flexibility to users

READY REVIEW CONTENT PLATFORM FEATURE

Integration with WealthSolver

Make all relevant slides work with either WealthSolver or IPS
Give users the choice which to use when making each preso

PLATFORM FEATURE SECURITY

Login with Xplan single sign-on

Switch all logins to work only via Xplan SSO

PLATFORM FEATURE SECURITY

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

READY REVIEW CONTENT

Add Portfolio Projections slide

Integrated with the chosen WealthSolver scenario

PLATFORM FEATURE FLEXIBILITY

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

PLATFORM FEATURE FLEXIBILITY

Automated free trials

Allow each practice to start their own free trial whenever they want