livepresowealth transforms the client and adviser experience by automating the creation of beautiful, interactive and compliant Statements of Advice, in seconds.
Fully integrated with your client data in XPLAN and securely cloud-hosted, advisers can now deliver a best-in-class client experience, both in-person or online. No post-merge-editing, no time wasted on additional executive summaries; save up to 60% on SOA preparation time.
Data-driven, AI-powered business rules automatically mandate that only accurate and compliant SOA content is presented to clients.
Built-in presentation tracking can be fed into behavioural and regulatory monitoring systems providing a complete record of client interaction and adviser activity.
livepresowealth is powered by SalesPreso, a mature platform trusted by enterprise clients including IRESS, Telstra, MYOB, News Corp & REA Group to deliver world-class, compliant presentations that securely exploit the rich data captured within a company’s core systems and external data sources.
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