LivePreso Ready Review™ offers a comprehensive content module designed to facilitate the interactive exploration of investment strategies. This technology solution enables users to guide clients through their portfolio journey seamlessly, leveraging data directly from Xplan. With LivePreso Ready Review™, users can visually compare different asset scenarios, including current, proposed, and target allocations for growth and defensive strategies. The platform prioritises clarity and ease of understanding, allowing users to provide a simple net wealth overview while also offering detailed insights as needed.
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