The Lifeworks platform
We built the future of advice®; a modern platform that allows you to deliver hyper-personalized advice to your clients using a scalable business model and seamless technology.
Our digital marketing tools can be your growth engine.
Build a scalable marketing and lead generation system using digital marketing, content creation, podcasts, and videos.
- Access to Lifeworks digital marketing campaigns
- Custom-built landing pages, sales funnels, and websites from our team of in-house designers
- Email marketing tools
- Sales & marketing automation through Hubspot
- Build your brand using a d.b.a.
- Leverage social media to target your ideal clients
A modern and seamless client experience.
As financial advisors, we were tired of having to use multiple software platforms and clunky technology that relied on API connections to run our practice. We were frustrated with the amount of time we were spending on our “tech stack” and how simple tasks often took hours or days to complete. We couldn’t find a single solution that offered a seamless and elegant client experience and the ability to run our practice from one platform—so we built it.
- The best digital client onboarding experience in the industry
- Digital account opening, instant ACH verification for cash transfers, electronic ACATs
- Interactive financial planning tools and performance reporting
Run your entire practice from your smartphone.
Our mobile-first design allows our advisors and their clients to manage their financial plans and investments anytime, anywhere.
Financial planning: budget, cash flow projections, asset and liability reports
Investment management: trading, rebalancing, opening new accounts, electronic ACATs, instant ACH account verification for money movement
Automated billing: credit card and ACH payment processing for financial planning, and asset management fees
Client file management: notes, document storage, user management, and compliance
Integration with Google Workspace for a robust communication platform– email, video, business phone system, and compliant text messaging
Lifeworks revolutionary investment platform
We developed the first liability-driven wealth management system that fixes the flawed traditional approach to financial planning and investing. Our revolutionary investment system designs a hyper-personalized portfolio optimized for the right benchmark—achieving your client’s financial plan. True diversification and downside protection are achieved through factor investing, smart beta, and hedging techniques.
Ultra-high-net-worth level services for all of your clients
- Every portfolio is constructed from scratch and driven by your unique financial plan.
- We use individual equities to reduce unnecessary fees and provide complete customization of your portfolio.
- Our investment strategies are built on scientific research and leverage factor-based investing and smart beta techniques.
- Every portfolio can be optimized for any asset a client already owns (public or private).
- Every portfolio is recalibrated dynamically according to your plan’s evolutions.
- No fund fees. No platform fees. No trading fees. No commissions.
- No risk scores. No one-size-fits-all model portfolios. No costly TAMP fees
- We have no minimum account size requirements and work with clients at all levels of wealth.
- Every portfolio is constructed from scratch and driven by your client’s unique financial plan.
- We use individual equities to reduce unnecessary fees and provide complete customization of your client’s portfolio.
- Our investment strategies are built on scientific research and leverage factor-based investing and smart beta techniques.
- Every portfolio can be optimized for any asset a client already owns (public or private).
- Every portfolio is recalibrated dynamically according to your plan’s evolutions.
- Separately managed accounts allow for maximum tax efficiency
- Individual tax-loss harvesting
- Fractional shares
- Digital assets
- The risk loading of your investment portfolio is dynamic and rebalanced to align with changes to your financial plan.
- We use smart beta to change the weighting of holdings in a portfolio to eliminate unrewarded risk and provide true diversification.
Family Strategic Planning System®
Our Family Strategic Planning System®allows you to deliver highly personalized advice to your clients through a scalable and profitable subscription based financial planning models.
Advisors who adopt a fee based business planning model build trust with clients faster, have higher profit margins, and have are more relevant to next generation wealth creators.
In addition to our proven planning system, you also have access to our in house CPAs for tax projections and tax preparation, estate planning services, and insurance planning.
Our platform aligns your value with your fee structure.
You have the flexibility to align your fee structure with the value you provide your clients and create your own custom business model.
- We allow our advisors to set their investment management fee anywhere between 0-150bps
- Charge one time or monthly subscription fees for financial planning
Lifeworks platform fee
0.25%
Annual fee (billed monthly)
- No commission splits. No traditional grid payouts. No production requirements or sales quotas.
- You keep 100% of your financial planning fees. *less any credit card or payment processing charges
- You keep 100% of any insurance revenue. (Most of our advisors are licensed to sell life, disability, and long-term care insurance through their own outside business activity)
- You own your own book of business.
- We provide the technology, investment management, operations, and compliance systems.
See what the future of advice® looks like for your practice.
We are taking on a limited number of qualified financial advisors in 2023. To get started, schedule an intro call with us. Let’s discuss the future of your practice and how Lifeworks can help you rapidly grow.
