LivePreso Products | Enterprise, Essentials & Advice

PRODUCTS

One platform, sized to fit.

Enterprise scale, self-service simplicity, or a dedicated financial advice solution.

LivePreso comes in the shape that fits your organisation.

And however you get there, PresoBot can be added to automate the moments no rep should be handling one at a time.

THREE WAYS TO USE LIVEPRESO

Whether you're a team of 10 or an enterprise of 10,000

LivePreso Enterprise

FOR LARGE ORGANISATIONS

Full implementation with a dedicated instance, custom data integrations, bespoke narrative design, and dedicated success support. Now dramatically faster with AI-assisted build tooling: days, not months.

LivePreso Essentials

FOR SMALLER TEAMS

The power of LivePreso—governed, interactive, data-connected presentations—without the implementation overhead. Set up in hours using AI-powered templates and your existing data.

LivePreso Advice

FOR FINANCIAL PLANNING FIRMS

Fully compliant and interactive SOAs, ROAs and client reviews from your Xplan data. No setup required. Log in and immediately start creating advice docs your clients will actually want to engage with.

PRESOBOT

For the moments no rep should be handling one at a time.

En masse campaigns, on-demand self-service, or CRM-triggered automation.

PresoBot layers onto Enterprise, Essentials or Advice to cover the customers and moments your team can't get to one at a time.

Related

Not sure which product fits?

We'll help you figure it out.

Want the outcomes and mechanics behind it all?

LIVEPRESO CUSTOMER STORIES

REA Group: Time taken to put together presentations reduced from 24 hours to 1 hour per week.

"Using LivePreso allowed us to put our sales team on the road more often, with less time preparing and more time in front of the customer where they can make a difference and increase the satisfaction of our customer base."

- Ben Auchettl, Director of National Sales, REA Group
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Watch the REA case study

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See the right product for your team

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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