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What the best practices do:
Advanced LivePreso for CPAL advice teams

 

Tuesday, 24 February, 2026 @ 14:00 AEST

  • Learn tips and tricks for how to make the most of LivePreso to:

    • Save even more time on each advice doc;

    • Produce even more engaging content for your clients; and

    • Embed LivePreso into your practice.

 Register 

Fully approved by CPAL Professional Standards for SOAs, ROAs and reviews.


Automate your advice docs from Xplan data.


Transform client experience with interactive content they want to engage with.


If you're new to LivePreso, sign up to a free trial prior to the session to receive a 20% discount on all licences for the first 3 months following your trial.

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