Video: Creating your first preso

Last updated 6 December, 2023

Transcript

To create a preso, you can use either the floating action button down here in the corner, or the main menu and choose “New preso”.

The first step to creating a preso is always choosing who it’s for. Start by typing the name of your client. LivePreso maps the same partner relationships as Xplan, so you’ll always choose both a single client or couple, and one or more contacts to address your preso to.

You can optionally give your preso a friendly name, but this is just for your reference in Livepreso; your clients won’t see it.

You can choose to schedule the preso if you’re having a meeting with the client, or leave the default date and time if you’re just going to share a copy.

We’re working with the Ready Review deck today so we’ll leave that.

Presets are a handy way to save your favourite versions of the preso content, but they’re covered in more detail in the Creating and using presets video.

The last 2 options tell LivePreso what data to retrieve from Xplan. Firstly, you can choose whether your client review or ROA data is primarily stored in IPS or a WealthSolver scenario.

Then you can choose how far back to go with portfolio performance data.

Lastly, click Save and watch many hours of manual work happen in a matter of seconds!

LivePreso is now fetching the data for your interactive preso and making the whole thing for you.

This might take 10 seconds or a little longer, depending on how much data Xplan has for this client.

Once LivePreso has finished making your preso, you’ll be here—on the appointment screen—ready to prep, present, collaborate, share, print and track your preso.

We’ll cover all those actions in other videos.