---
canonical: "https://www.softatlas.io/livepreso/products/livepreso-advice"
name: "LivePreso Advice"
provider: "LivePreso"
category: "Sales / Sales Enablement / Interactive Demos"
review_count: 0
ai_powered: false
website: "https://livepreso.com/products/advice"
updated: "2026-07-30"
---

# LivePreso Advice

By [LivePreso](/livepreso.md)

LivePreso 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.

## 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

## Built for
SALES, EXECUTIVES

Source: https://www.softatlas.io/livepreso/products/livepreso-advice