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Our Technology

Technology

Lifeworks has developed a seamless and intuitive client experience that connects all segments of the wealth management process with the back office operations of clearing, custody, compliance, and account management.

Simplified Client Onboarding

Guided and intuitive data gathering that allows clients to onboard on their time, enter their pertinent financial information, and collaborate with their advisor during onboarding + data gathering.

Integrated Document and Disclosure Signing

Disclosures and document signing for clients is seamless and integrated into the platform. No more missed electronic signatures or digital document envelopes that end up in a client’s spam folder.

Transparent and Straightforward Billing

Billing that’s simple, monthly, and transparent for the advisor + client. No hidden account fees, no commission fees, no trading fees, and no surprises.

Seamless Performance Reporting

A complete look at performance, asset allocation, and gains across multiple timelines.

Simplified Client Onboarding

Guided and intuitive data gathering that allows clients to onboard on their time, enter their pertinent financial information, and collaborate with their advisor during onboarding + data gathering.

Integrated Document and Disclosure Signing

Disclosures and document signing for clients is seamless and integrated into the platform. No more missed electronic signatures or digital document envelopes that end up in a client’s spam folder.

Transparent and Straightforward Billing

Billing that’s simple, monthly, and transparent for the advisor + client. No hidden account fees, no commission fees, no trading fees, and no surprises.

Seamless Performance Reporting

A complete look at performance, asset allocation, and gains across multiple timelines.

Interested in learning more?

Lifeworks is taking on a limited number of qualified financial advisors in Q1 2021. For a confidential demo of our platform and conversation about the future of your practice, schedule a time to talk with one of our team members.

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