Last updated 25 October, 2024
For the time being, LivePreso Advice is designed to work with Xplan as the sole source of data.
LivePreso fetches data from Xplan when a preso is first created. This means that whoever is logged in at the time must have access to Xplan and, specifically, to the modules from which you want to fetch the data.
So, whilst someone in your practice needs Xplan access to your client data, you don’t necessarily need access to Xplan at all in order for LivePreso Advice to work for you.
For example, if you work with a paraplanner, they need access to Xplan in order to fetch the data and make the preso on your behalf. They can then hand over the preso to you, all without you needing Xplan access.
Creating non-Xplan accounts
It is not currently possible for you to create your own non-Xplan accounts.
However, if you want a non-Xplan account, follow these steps and our team will make one for you:
Make sure you have a spare adviser licence in your practice for the new non-Xplan user. If you don’t, add a new one first, by following the instructions on Managing (buying) licences.
Complete the form for requesting a new non-Xplan user.
Limitations on non-Xplan accounts
While most features work as normal for users with non-Xplan accounts, there are a few exceptions.
Creating presos
You can’t create new presos with a non-Xplan account, as that's when LivePreso needs to talk to Xplan to retrieve your clients' data.
However, you just need a paraplanner or another adviser with a standard Xplan account to create the preso, then hand it over to you. From there you can present and share as normal.
Editing presos
Similar to creating presos, if you click the Edit button on an existing preso, you won't be able to do anything on the next screen you see, as it's essentially the same as creating a preso.
Note, though, that “editing” a preso is just about fetching the data again. It doesn’t include things that you will be able to do, like selecting and making slides, prepping the content and, of course, presenting and sharing with your clients.
Sharing presos
You can share presos with your clients. When you make a share link, there's also a pop-up where you can manage whether to use 2FA on the shares. The mobile numbers used for the 2FA come from the client records in Xplan. As long as the clients have mobile numbers everything will work just fine for you.
If you see a message saying that they don't have a mobile number, someone needs to add the number in Xplan for you, but you won't be able to click the "Refresh now" button on that pop-up, as that also connects to Xplan.
The easiest thing to do is to get whoever put the mobile number into Xplan to log back into LivePreso afterwards, as that forces a client sync. Shortly after, the number will flow through to your app. Clearly, the best thing to do is make sure the mobile numbers are already in Xplan!