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.
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!