Video: Introducing LivePreso Advice

Last updated 6 December, 2023

Transcript

With LivePreso Advice you can make a client review or a formal, compliant ROA in seconds, with all data coming directly from where it lives in Xplan—IPS, WealthSolver, Risk Researcher or Client Focus.

Better still, with our Ready Review content module, it won’t be a boring old printed document that no one wants to look at. Your clients will want to engage with the interactive data visualisations, videos, quiz and projections.

And we’ll remove all the legwork for you: If your client doesn’t have insurance data in Xplan, the insurance slide will turn itself off. The same goes for all the data-driven slides.

To make a review or ROA preso, you simply choose your client, whether their data is primarily stored in IPS or a WealthSolver scenario, and how far back to go with portfolio performance data.

Then sit back and watch many hours of manual work happen in a matter of seconds!

LivePreso fetches the data for your interactive preso and makes the whole thing for you.

You still have control over which slides you want to include, and you can prep and edit content wherever necessary—but that won’t be often!

You’ll be presenting tailored, compliant, interactive content to your clients in no time.

But the engagement doesn’t stop at the end of your meeting. You can share a secure, custom link for your clients, so they can view the interactive preso in any browser on any device.

And you can even generate a PDF of your preso… if you really must.

As you create, present, share and hand over presos to colleagues, your activity feed will show you everything that’s happened. And, it will even show you when your clients view a preso you’ve shared with them—and exactly what they looked at and for how long!

All this activity is also stored in Xplan, so there’s a complete audit trail for compliance and for your own insights.

Go to advice.livepreso.com today to start generating ROI from your ROA.

Save hours per client review by automating all the legwork.

And, most importantly, engage and delight your clients with compliant, interactive content they’ll want to view.