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LIVEPRESO FOR ADVICE

Integrated, interactive advice documents

Engage and educate your clients with compliant and interactive ROAs, SOAs, suitability reports and client reviews, in seconds.

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Make your next statement of advice interactive

CLIENT ENGAGEMENT

Engage your clients with easy-to-understand, best-interest advice

Reinvent the way you deliver advice with visual, data-driven, interactive documents. Significantly reduce admin time and provide a best-in-class client experience.

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UNPRECEDENTED COMPLIANCE

Enforce—and track—compliant content

LivePreso ensures your documents are always up to date and compliant, and uneditable without specific permission. Then, every page presented by an adviser and viewed by a client is tracked, giving you a full audit trail and detailed insights.

POWERFUL INTEGRATIONS

Fully integrated with Iress Xplan

Slash document preparation time from days to seconds via integrations with Xplan, IPS and many other platforms. Give that time back to your advisers, paraplanners and licensees for more revenue generating activities.

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AUTOMATED WORKFLOWS

Stop manually updating systems and data

Save even more time post meeting with smart content: automatically push activities to doc notes, seamlessly integrate with digital authorities and trigger straight-through processing workflows.

ON-DEMAND WEBINAR

How to deliver engaging, digital advice experiences

As the advice industry has grown, client expectations have soared. Finding time for more memorable client touch points is becoming increasingly difficult. What if there was a way to significantly reduce admin time while providing a best-in-class client experience?

Watch the webinar recording

Ready to take your advice documents from static to ecstatic?