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LifeSite for Salesforce
Collaboratively engage with and manage your client’s most important info
- Business Need
- Productivity
Deepen your relationship with your clients. The LifeSite solution redefines the way advisors engage with clients by empowering individuals and families to take a more active role in the management of their own wealth, estate, and well-being.
Highlights
DEEPEN ENGAGEMENT: Clients are guided through information and file entry into categories like personal, online accounts, finance, and medical, giving you the opportunity to engage with your clients in all aspects of their lives.
CONNECT IN A NEW WAY: Interact with clients using the types of modern digital tools they’re familiar with. LifeSite is available on web, mobile, and Amazon Alexa-enabled devices giving your clients anytime, anywhere access to their information.
GENERATIONAL CLIENTS: Connect with clients by understanding how emotions and family inform their relationships. LifeSite promotes collaboration with both advisors and across multiple generations.
Provider Details
The 2017 financial technology “Consumers’ Choice” winner at AARP Innovation@50+ and a Red Herring “Top 100” North America winner, LifeSite provides secure, convenient, and smart digital vault solutions to help individuals, families and “life networks” store, organize and access the most important information in their life, anytime and anywhere. LifeSite combines secure file access and controlled, permission-based sharing with high-level document encryption and security, to provide safe and smart web-based storage solutions. Based in Mountain View, CA, LifeSite was created in 2015 to inspire and empower people by connecting their head and their heart – providing personal peace of mind today, and for family and loved ones tomorrow.
Pricing Details
You must pay to use this solution. Discounts are available for nonprofits.
Pricing for LifeSite for Salesforce starts at $1,000/advisor/year. Pricing varies based on the number of clients each advisor manages. Contact LifeSite by clicking the "Get It Now" button for more details.
Default Plan
$200 USD/advisor/year
Free trial available for 30 days