A platform is only as good as its rollout.
Our professional services team gets you live, integrated, and adopted properly — fast.
Here's exactly what that involves.
It's completely up to you how much our team is involved in your LivePreso instance. Some of our customers manage everything in-house or with a partner, some ask our team to handle everything. Most sit somewhere in the middle, finding a balance that best suits their way of working and their resources.
However much you would like us involved, here's how we can help.
Our rollout methodology is built to get you to value fast, without skipping the groundwork that makes adoption stick.
Discovery and integration work happen in parallel wherever possible, so you're live in weeks, not the months a typical enterprise platform rollout takes elsewhere.
Our suite of AI tools supercharge the process even further.
FYG Planners partnered with LivePreso to deliver FYG’s WealthEye advice delivery portal.
WealthEye is a smarter advice delivery solution that allows FYG’s advisers to present advice to clients in a cleaner, simpler and engaging manner, both in person and remotely that removes the need for manual editing of documents.
