The new Statement of Advice.
Integrated. Automated.
Compliant.

Transforming the client experience; automating
the creation of beautiful, interactive, compliant
Statements of Advice, in seconds.

Integrated with your client
data in XPLAN and external data
sources. Securely cloud-hosted.
Delivered in person and online.

livepreso wealth + Xplan
Fully integrated with Iress Xplan to seamlessly
deliver a data-driven, interactive, engaging SOA.

1
stats charts
2
hand over to the advisor
3
present the digital soa in person present the digital soa over the phone
4
esigned SOA
1
stats charts

Paraplanner
in Xplan

Run Xplan SOA wizard /
Risk Researcher

Data is now available
to livepreso wealth.

2
hand over to the advisor

Paraplanner
in livepreso wealth

Check digital client SOA
using the livepreso
wealth app.

Hand over to the adviser.

3
present the digital soa in person present the digital soa over the phone

Adviser
in livepreso wealth

Present the digital SOA,
in-person or by phone.

Client e-signs, using Xplan
portal or DocuSign.

4
esigned SOA

Advice firm
in Xplan

e-Signed SOA automatically
saved to Xplan client file.

Adviser and client activity
data saved to the Xplan
compliance record.

Getting Started

Choose the solution that works best for your business.

Risk-only SOA
$49 per month (plus GST)*

Risk only SOA

The essential SOA
interactive presentation.

  • Client friendly insurance-only SOA
    (based on ASIC RG90)
  • Dynamically tailored digital SOA via
    data-driven automation
  • Seamless integration with Xplan Risk
    Researcher, Xtools & Client Focus
Request invite

Full-service SOA

Full-service SOA

All the features of the
Risk-only SOA plus:

  • Interactive strategy & goals based
    dashboards
  • Multiple strategy options
  • Full integration with Xplan Xtools+
Request invite

Custom SOA

Custom SOA

For larger organisations that
need a custom-tailored
Statement of Advice or an
alternative interactive
presentation.

Contact us now

What's in our first release?

client friendly SOA

Client friendly insurance-only SOA
(based on ASIC RG90)

Dynamically tailored digital SOA

Dynamically tailored digital SOA via data-driven
automation

Xplan integration

Seamless integration with Xplan Risk Researcher,
Xtools & Client Focus

Digital signing

Integrated digital signing via Xplan client portal
or DocuSign

Compliance

Compliance record automatically saved in Xplan
client file (doc-note)

Adviser activity

Adviser activity and client content interaction
data available for export via download or API

What's coming soon?

Automation

Automated activity triggers to create and update
Xplan threads and tasks

Data integrations

Data integrations with a range of providers to further
enhance the client experience, create adviser
efficiencies and automatically update regulatory
monitoring systems

Pre population

Straight through processing to pre-populate
applications

LivePreso stats

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.

Talk to us about how the livepreso wealth
platform can power your digital transformation

A SalesPreso representative will contact you shortly.

If you just can’t wait,
give us a call on 1800 202 101.

Close
×

Get the demo and see how the SalesPreso platform can power your digital transformation

By submitting your details you agree to the terms of our Privacy Policy.