Tools for a modern advisory
With so many do-it-yourself solutions available, it’s time to engage your clients using technology tools they’re familiar with that also provide you with a holistic picture of the entire family.

Secure file vault
Clients benefit from a file system that’s fully integrated with LifeSite’s collaborative platform, allowing advisor and client to manage and share files at will. And if you’d like to continue using your favorite CRM, LifeSite offers out-of-the-box and customizable integrations.

Advisor dashboard
Your dashboard is your one-stop shop for what’s new with your client, giving you valuable opportunities to discuss changes to your client’s personal and family situation.

Real-time messaging
LifeSite Pro’s real-time platform lets you keep your client up-to-date on important changes or documents, and every communication remains encrypted at every point along the way.