Melbourne, Australia — 29 April 2025 — LivePreso today announced that its flagship product, LivePreso Advice, has been selected as a finalist for the prestigious 2025 Finnie Awards in the category of "Most Innovative Fintech Product or Service."
The Finnie Awards, organised by FinTech Australia, celebrate the achievements of Australia's financial technology industry, recognising the country's most forward-thinking financial services companies.
LivePreso Advice delivers a transformative financial advice experience, enabling advisers to create personalised, interactive and compliant client Statements of Advice within minutes. The platform integrates seamlessly with existing financial planning tools to automate traditionally time-consuming processes while enhancing client engagement and understanding.
"We're honoured to be recognised among Australia's most innovative fintech solutions," said Aaron Cooper, CEO of LivePreso. "This acknowledgement validates our team's dedication to transforming how financial advisers engage with their clients through technology that simplifies complexity while ensuring regulatory compliance."
LivePreso Advice has distinguished itself through its unique capability to dynamically generate tailored client presentations that adapt in real-time during client conversations. This automation eliminates hours of manual work for advisers while ensuring all advice materials remain consistent, compliant and on-brand.
Key innovations that contributed to the finalist selection include:
- Proprietary data integration technology that connects to Xplan to instantly automate interactive statements of advice
- Real-time scenario modelling that visualises financial outcomes instantly
- Automated compliance frameworks that ensure regulatory requirements are met
- Interactive client engagement tools that improve financial literacy and decision-making
The winners of the 2025 Finnie Awards will be announced at a gala ceremony in Sydney on 26 June 2025.
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