LifeArcPlan
HQ Address
109 Holiday Court, Suite A6, Franklin, TN 37067, United States
Website Address
Business 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).
LifeArcPlan Solutions
LifeArcPlan
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......
