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LifeSite for Salesforce

By LifeSite

Collaboratively engage with and manage your client’s most important info

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Starting at $200 USD/advisor/year

Discounts available for nonprofits

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Business Need: Productivity

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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.