Solution introduction
We automate the process of client information gathering and integration with financial software to optimize office efficiency through Software-as-a-Service
LifeArcPlan is designed by industry-leading Certified Financial Planner practitioners, CPAs, and Trust and Estate Attorneys to position you for success
Financial Architects & Consultants is a financial technology firm that develops proprietary systems for the financial services community.
By leveraging automation, software integrations, and proprietary technology, financial advisers can now automate their client information- gathering and financial planning process much more effectively!
Realizing there was a more efficient and compliant way to manage a successful financial planning practice, Financial Architects & Consultants created the LifeArcPlan information system to elevate financial advisory practice management to new heights. Our founding members are multi-disciplinary professionals which include estate planning attorneys, certified public accountants (CPA), certified financial planner (CFP) professionals, chartered life underwriters (CLU) and certified fund specialists (CFS).
