Drive up your client lifetime value with automated wealth reviews

As the advice industry has grown and changed, 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?

Look no further. Today, we’re excited to announce the launch of Advice Docs, our out-of-the-box content module for the financial planning industry.

Introducing Advice Docs

LivePreso's Advice Docs reinvent the way you can deliver advice with interactive, automated advice reviews and ROAs that engage and educate your clients. Fully integrated with Iress Xplan, Advice Docs slash document preparation time from days to seconds, giving time back to your advisers, paraplanners and licensees for more revenue-generating activities.

Whether you want to bring your client’s portfolio journey to life, enforce—and track—compliant content, capture client commitment immediately and collaboratively, or simply make managing risk less risky, Advice Docs can help you grow your practice and start driving up ROI with the only advice solution that automatically creates interactive, data-driven and client-specific wealth reviews.

As a business, we’re always looking for ways to improve workflows and remove manual processes for our customers. The launch of Advice Docs shows our commitment to delivering greater value across the advice industry.

- Aaron Cooper, Founder & CEO at LivePreso

Proven ROI & benefits

We’re trusted by VanEck, FYG Planners, the Financial Planning Association and more. From local wealth management companies and advice industry innovators to global investment firms and fiduciary bodies, our integrated, interactive and innovative advice solutions are helping the industry deliver more meaningful and engaging client interactions.

With Advice Docs, you can:

• Engage your clients meaningfully:  Put the emphasis back on client relationships rather than documentation and engage them in a way that's not possible with words alone
  
  
• Inform and educate:  Show your clients how to play and interact with their data, encouraging them to ask more questions and make more informed decisions
  
  
• Build an end to end view of the lifetime value of your clients:  Leverage technology to allow your client relationships to shine by changing how you conduct your reviews 
  
  
• Significantly increase productivity: Produce personalised client reviews in seconds instead of hours and reduce friction by automating the process through direct integration with Xplan (or other systems)
  
  
• Reduce risk and increase compliance: Gain total visibility of what your advisers have provided to their clients, and how their clients have engaged with the review/ROA itself
  
  
• Best-in-market support for your advisers: Position your advisers—and your brand—as true leaders in their field with the most engaging, relevant content solution on the market
  
  
• Centralised data and content: Our cloud-based solution removes traditional formats and version control challenges from your business

Turn your advice documents from static to ecstatic

Drive up your client lifetime value with automated reviews.

Ready to start generating ROI from your wealth reviews?

Get going in no time with our new Advice Docs content module. Integrated, interactive and automated, with zero implementation for standard Xplan sites.

Visit the Advice Docs website or speak with our team about how our transformation and automation product suite can help your business thrive.