LivePreso Advice Help Centre

Welcome to the LivePreso Advice Help Centre

Topics

  1. Xplan
    1. Xplan setup checklist
    2. Understanding what Xplan data is required for each slide
    3. Activating the LivePreso Advice Xplan app for your site
    Show 1 more
  2. Videos
    1. Introducing LivePreso Advice
    2. Video: Signing up for your free trial
    3. Video: Getting to know the LivePreso Advice app
    Show 12 more
  3. Getting started
    1. Requirements for using LivePreso Advice
    2. Downloading, installing and signing up for LivePreso Advice
    3. Using HQ to administer your users/practice
    Show 5 more
  4. Pricing, billing and free trials
    1. LivePreso Advice free trials
    2. LivePreso Advice pricing
    3. LivePreso Advice billing
  5. Key features
    1. Creating your first preso
    2. Prepping and editing your preso
    3. Sharing presos with your clients
    Show 13 more
  6. Advice Docs content
    1. Advice Docs content walk-through
    2. Welcome slide
    3. Portfolio review slide
    Show 28 more
  7. Compliance, security and privacy
    1. Compliance and tracking
    2. Security, data and privacy
    3. Creating training/instructional content for your group or practice
  8. Troubleshooting
    1. Troubleshooting: When using WealthSolver I see: "Sorry, we couldn't access your data"
    2. Troubleshooting: I can't install the app on Windows
    3. Troubleshooting: When I log into LivePreso I get kicked out of Xplan
    Show 12 more
  9. LivePreso Advice product
    1. LivePreso Advice roadmap
    2. The main app menu
    3. The activity screen
    Show 2 more

Suggested forms

  • Other questions in LivePreso Advice Support

    Don't see what you're looking for? Select this option and we'll help you out.

  • Log an issue with a slide in LivePreso Advice Support

    Use this request type when you see an error message on a slide

  • Technical support in LivePreso Advice Support

    Need help installing, configuring, or troubleshooting? Select this to request assistance.

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