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The deployment of mixed reality systems in professional settings demands adaptation of the physical environment and practices. However, technology-driven changes to the environment are problematic in some contexts. Specifically, face-to-face advisory services rely on scripted material routines using specific tools. This manuscript explores challenges encountered during the development of LivePaper, a mixed-reality system for supporting financial advisory services. First, the article presents a range of design requirements derived from existing literature and multiple years of research experience concerning advisory services and physical collaborative environments. Second, it discusses technical and design challenges that emerged when building LivePaper along with those requirements. Third, the article describes a range of technical solutions and new design ideas implemented in a working system to mitigate the encountered problems. It explores potential alternative solutions and delivers empirical or conceptual arguments for the choices made. The manuscript concludes with implications for the advisory services, the systems used to support such encounters, and specific technical guidance for the developers of mixed reality solutions in institutional settings. Overall, the article advances the discourse on the application of technology in advisory services, the use of mixed-reality systems in professional environments, and the physical nature of collaboration.

Changing Things so (Almost) Everything Stays the Same: Technical Challenges and Solutions in a Mixed-Reality System for Financial Services