Home

We automate the process of client information gathering and integration
with financial software to optimize office efficiency through 
Software-as-a-Service (“SaaS”).

LifeArcPlan™ is designed by industry-leading Certified Financial Planner™
practitioners, CPAs, and Trust and Estate Attorneys to position you for success.

 

Engage Clients

  • Understand your client’s deepest concerns.
  • Hold meaningful client appointments.
  • Virtually communicate with your clients 24/7.

Exceed Regulatory Demands

  • Safely archive client information.
  • Access information through Adviser Portal.
  • Standardize firm’s data-gathering process.

Optimize Time Effectively

  • More time to market!
  • More time to meet people!
  • More time to make recommendations!

 

Reasons Clients, Financial Advisers & Firms Love Us
(And You Will, Too!)

Improving Client Experience

Improving Client Experience

LifeArcPlan is a dynamic data-gathering platform.  Either from the comforts of their own home or in your office, clients have the convenience of providing personal, financial, legal, quantitative, and qualitative information in a relaxed setting.  

 

Virtual Connection with Clients 24/7

Virtual Connection with Clients 24/7

Offer your clients an intuitive and robust information-sharing communication tool that puts a smile on their face and deepens your relationship with them. LifeArcPlan is a living document that allows the ability to exchange, retrieve, and archive information on-demand.

 

Mitigate Exposure to Legal Action

Mitigate Exposure to Legal Action

The LifeArcPlan system exceeds compliance requirements.  Mitigate your exposure to client complaints, and ultimately litigation, by getting accurate and complete information in the beginning! 

 

Implementing Fiduciary-Level Procedures

Implementing Fiduciary-Level Procedures

Build your firm on a platform that standardizes they way you engage with your clients from the discovery to the design stages of the planning process.

Multi-Disciplined Approach to Planning

Multi-Disciplined Approach to Planning

LifeArcPlan’s approach is to connect all 10 inter-dependent planning areas of a client’s life. Understanding which areas are important to each client and how each directly impacts the other planning areas in their life.

 

Continuously Assess Client Objectives

Continuously Assess Client Objectives

LifeArcPlan’s survey is designed to discover a client’s objectives, including their concerns, expectations, and goals.  LifeArcPlan assists you by capturing the pertinent information necessary to make proper recommendations.

 

Increase Employee Productivity

Increase Employee Productivity

Relationship management is the key to a successful practice. Free up employee’s time for proactive inter-action with your prospects and clients.

 

Reduce Expenses & Increase Profits

Reduce Expenses & Increase Profits

Eliminate unnecessary payroll, software, and redundancy expenses that are draining your profits!