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Disconnected Client Experience

Disconnected client experience + fragmented advisor technology

Opening an Investment Account

Opening an investment account on a robo-advisor platform vs traditional firm using the best technology advisors can buy

Leading Robo-Advisor

3 minutes

Traditional Firm

3 days

New Client Onboarding

The number of steps it takes a client to onboard with an advisor vs leading robo-advisor platforms

Leading Robo-Advisor

1 step

(on their time)

Traditional Firm

6 steps

(whenever the advisor is able to find time)

Financial Planning

The number of steps to complete a financial plan with Lifeworks vs a traditional firm


12 steps

Traditional Firm

25 steps

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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