Proven with enterprise organisations like Telstra, REA, MYOB and Coca-Cola, SalesPreso has had an award-winning year, with gongs at the state and national iAwards, the Melbourne Design Awards and the international Stevies. SalesPreso is now bringing its significant productivity, compliance and customer experience improvements to the wealth industry, with an off-the-shelf, automated and interactive statement of advice platform. Integrated with Xplan out of the box, SalesPreso for Wealth will launch with scaled advice for risk, but will soon after support complete SOAs and will add more industry platforms to its turnkey integrations, starting with MyProsperity.


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End User Planners
Advice Process Steps Scoping of advice
Goal identification
SOA preparation
Benefits Process efficiency
Engagement Uplift
Time saving
Cost to serve reduction
Compliance benefit
Cost per user per annum $500 – $999
Time saving per client More than three hours per client
Cost saving per client More than $1000
Integration XPlan
Website embedding No
White labelled Yes
System prerequisite XPlan
Single sign on Yes
Data storage Any data to be included in an SOA are stored on demand (when an SOA preso is generated). The data are stored on highly secure, available and redundant AWS tenancies in Sydney.
Privacy standards Australian Privacy Act 1988, New Zealand Privacy Act 1993 and GDPR
Limits on use No
Disaster recovery and business continuity plans Yes
AFSL approval SalesPreso for Wealth will launch in Q1 2019. It has been designed and built using ASIC standards and in close collaboration with Iress, industry thought leaders and AFSL advisers.