LivePreso Advice roadmap

Ready review content compliance soa content

Strategy text phase 3

• Add a per-site Xplan integration for SOA strategy text

Ready review content compliance soa content

Like-for-like WealthSolver slide

• Add a typical SOA-style like-for-like table for WealthSolver proposals

platform feature security

Share presos via client portals

• Allow shares to be sent to clients via third-party client portals (Iress, myprosperity)

Ready review content compliance soa content

Xtools+

• Add an integration with Xtools+ to allow multiple modelling scenarios to be visualised and interacted with

Ready review content

Portfolio growth vs contributions slide

• Add a new slide that tables and visualises portfolio changes over a selected time period to highlight contributions and growth

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

Allow goals to be de-scoped

• Allow goals to be clearly marked as relevant or not to the current document/advice

Ready review content flexibility

Custom colour palettes

• Allow users to create their own colour palettes using the colour picker in PresoManager

platform feature compliance

Digital signature provider options

• Add Adobe Sign to the list of supported digital signature providers

blocked Our release of this feature is currently blocked, as Adobe are not allowing any new integrations at the moment

Ready review content compliance soa content

Strategy text phase 2

• Allow dealer groups or independent practices to load in their strategy text to make it quick and easy for advisers to select compliant text without any copy/paste

Ready review content client experience

In-presentation notes

• Allow advisers to add notes to any slide, live within a preso, in order to make LivePreso applicable to more client use cases

Ready review content client experience

In-presentation actions

• Allow advisers to quickly add an action item from any slide, which is automatically added to the Next Steps slide

platform feature compliance

Digital signature provider options

• Expand our integrations to allow practices to choose between DocuSign and Annature

Ready review content

Investment fees (IPS)

• Revamp the IPS version of the slide to include more granular detail of the fees

Ready review content

Investment recommendations update

• Add toggle to allow unchanged investments to be shown/hidden

Ready review content compliance soa content

Add authority to proceed slide

• Interactive and integrated with digital signatures

Ready review content compliance soa content

Strategy text phase 1

• Add phase 1 of the Strategy Recommendations slide

Ready review content

Reversionary beneficiaries

• Include reversionary beneficiaries to the estate planning slide

Ready review content compliance soa content

Like-for-like insurance slide

• Add a typical SOA-style like-for-like table for insurance

platform feature compliance

Digital signature integration

• Allow practices to utilise their DocuSign account to seamlessly sign ATPs

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 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 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

Add colour coding to goals

• Show simple traffic light colour coding on the goal icons, based on each goal’s status in Xplan (fulfilled, partially fulfilled, unfulfilled or none)

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