FYG Planners General Manager Andrew Wootton said the adviser response to WealthEye had been phenomenal.

“Advisers have been extremely engaged as the concept developed and thrilled with the outcome of the early stages of the platform and clients have been impressed with the ease of understanding and the feeling of being better informed due to the visual nature of WealthEye.” Mr Wootton said.

“Our focus was always having a better client experience and giving advisers a better way to present advice to clients, but the underlying benefits are the efficiencies, WealthEye pulls data from multiple sources into a presentation and there’s no manual post merge editing of documents.”

FYG Planners Managing Director Peter Mancell said it was exciting to now have the platform live for advisers.

“We have been developing the WealthEye concept for some time and we’re really pleased LivePreso could help us deliver on the vision we had for the platform.” Mr Mancell said.

“Ultimately, FYG is a service business for advisers so we’re really proud of the outcome, it underlines our commitment to delivering efficiency solutions for advisers as the industry continues to evolve.”

The LivePreso platform integrates with mission-critical systems to help users automate business workflows and gain data-driven insights into clients and prospects.

LivePreso’s integration with Xplan and Portfolio System has enabled WealthEye to seamlessly deliver data-driven, interactive and client-specific Records of Advice said Aaron Cooper, CEO of LivePreso.

“We’re looking forward to expanding the capabilities of our partnership with FYG and further transforming client experiences during the advice process.”

Learn more about LivePreso Advice