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LifeSite for Salesforce

Starting at $200 USD per advisor per year 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.

Discounts available for nonprofits



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

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.