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
New Client Onboarding
The number of steps it takes a client to onboard with an advisor vs leading robo-advisor platforms
(on their time)
(whenever the advisor is able to find time)
The number of steps to complete a financial plan with Lifeworks vs a traditional firm
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.