LivePreso Advice
No reviews yetLivePreso Advice is tailored for financial planning firms, enabling the creation of fully compliant and interactive Statements of Advice (SOAs), Records of Advice (ROAs), and client reviews directly from Xplan data.
Interactive DemosProposal AutomationContent Management for Sales
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Features
Generate interactive Statements of Advice (SOAs) from Xplan data
Create Records of Advice (ROAs) with compliance
Automate content for client reviews
Integrate deeply with Xplan for data-driven documents
Enable client engagement through interactive presentations
Reduce administrative time with automation
Provide insights through analytics
Support non-Xplan accounts with limited access
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