PRODUCTS:  LIVEPRESO ADVICE
Compliant, interactive SOAs, ROAs and client reviews, generated in minutes.
Engage your clients with easy-to-understand, best-interest advice. Reinvent the way you deliver advice with visual, data-driven, interactive documents. Significantly reduce admin time and provide a best-in-class client experience. All without compromising compliance.
Transform your client experience
Increasing your revenue by giving you back time
5 hours

To create a standard PDF review or SOA document

5 mins

To create an interactive review or SOA document

What will you do with the time you get back?
Will you use it to win more clients? To spend more meaningful time with your existing clients? Or will you use the time to focus on your lifestyle?

Learn more
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LIVEPRESO CUSTOMER STORIES
FYG Planners Partner with LivePreso to roll out innovative advice delivery platform

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.

Read the FYG case study
READY?
See a compliant client review, built in minutes

Book a demo and we'll show you a full LivePreso implementation — from data to governed, interactive presentation — in under an hour.

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We acknowledge the Traditional Custodians of the land on which our office stands, The Wurundjeri people of the Kulin Nation, and pay our respects to Elders past, present and emerging.