LivePreso Advice free trials
- Aaron Cooper
Last updated 6 December, 2023
Your Xplan site needs to have activated the LivePreso Advice Xplan app before you can sign your practice up for a free trial. You (and any other users in your practice) will also need to download and install our app.
Your practice can start with a completely free, no-obligation trial for a set period of time.
During your free trial, everything works as normal without any restrictions.
You can cancel at any time during the trial period and we won’t charge you anything.
You will only be charged for any users within your practice who continue on past your practice’s free trial period.
The duration of the free trial may change from time to time, depending on if we have offers in market.
But the free trials are per practice (not per user), starting when your practice’s first user signs up. That first user must be someone with authority to sign up on behalf of the practice, and they will require an adviser licence regardless of whether or not they are an adviser.
Once they have signed up, they can invite and/or approve as many other adviser or paraplanner users as you want to participate in the free trial.
You will start to be billed for any active users in your practice once your free trial ends, according to their licence types and your Xplan site’s (and/or dealer group’s) billing approach.
Related articles
Activating the LivePreso Advice Xplan app for your site
Downloading, installing and signing up for LivePreso Advice